OUR STORY
A Letter from Ron and Kurt, Founders of Lifeworks Advisors
Remember the moment you first realized what you wanted to do with your life? For us, that moment came early in our careers. We each discovered a passion for helping people navigate financial decisions to build better lives. It wasn’t just about numbers on a page; it was about dreams realized, families secured, and living with purpose.
This passion led us into the world of financial advising, where we quickly built a thriving practice at a large national firm.
As our client base grew, so did our understanding of what our clients truly needed. They were looking for personalized strategies that went beyond the standard offerings.
Our efforts to meet this need made management uncomfortable. Meanwhile, we noticed many of our peers seemed more focused on sales awards than on addressing clients’ unique needs and aspirations.
We knew there had to be a better way. So we set out to find a new home—a firm that aligned with our ideals of putting clients first and helping them create the lives they aspired to. We interviewed firm after firm. What we discovered when we peeked behind the Wall Street curtain was both eye-opening and discouraging. For all the glossy, client-focused marketing, the reality often didn’t match up.
We decided since we hadn’t found an advisory firm we’d be thrilled to spend our careers at—an advisory firm we’d recommend to our friends and family without reservations—we had no alternative but to build it ourselves.
In 2017, we founded Lifeworks Advisors. Our mission was clear: to create a firm where clients’ interests truly come first, where financial planning isn’t just about numbers, but about helping people design and build meaningful and fulfilling lives.
Since then, we’ve had the privilege of guiding clients as they turn their visions into reality. We’ve celebrated with parents as they launched their children into exciting new chapters. We’ve strategized with business owners as they grew their businesses and we’ve helped them achieve selling their company when the time was right. We’ve partnered with individuals ready to craft their next great adventure, whether that’s reimagining retirement or embarking on a bold new venture.
Every day, we’re inspired by our clients’ aspirations and ingenuity. Our goal is to empower you with the financial tools, strategies, and confidence to bring your grandest ideas to life. We’re here to help you not just plan for the future, but to actively shape it—starting today.
At Lifeworks, we believe in speaking truth plainly and acting with unwavering integrity. We’re committed to challenging ourselves to find better ways to serve you and to put your interests first, always.
If you’re ready to work with advisors who are as invested in your future as you are, we’d be honored to help you craft a financial strategy as unique as your dreams.
Here’s to building a future filled with purpose and joy,
Ron Bullis and Kurt Van Dyken
Lifeworks Advisors Co-Founders
THE LIFEWORKS DIFFERENCE
Build your financial future, your way.
Putting your interests first, always
As a true fiduciary, we’re legally and ethically bound to act in your best interests. But we take it a step further. We don’t accept kickbacks, commissions, or exclusivity agreements. Our only focus is serving your best interests, period. With our month-to-month memberships, we have to earn your trust every single day.
Planning that aligns your values and your money
Your financial plan should reflect who you are and what matters most to you. Our proprietary planning process helps you translate your values into a clear vision for your future, then builds a strategy to make that vision a reality. No more generic advice or arbitrary financial targets – just a plan that’s as unique as you are.
Personalized solutions, not cookie-cutter products
Your life doesn’t fit into a box, and neither should your financial plan. We craft personalized solutions that fit your unique situation, goals, and dreams. From custom investment portfolios to creative tax strategies, we look for innovative ways to help you bring your vision to life.
Simple fees, superior service
We’ve flipped the script on financial advisory fees. Our simple, transparent pricing delivers more comprehensive services than most advisors, at a fraction of their fully loaded cost. No hidden charges, no obligation to invest with us (though most clients do).* Just straightforward pricing that lets you keep more of your money working for you. It’s time your fee structure matched your financial goals: clear, efficient, and focused on your success.
Exceptional service from your financial dream team
At Lifeworks, you don’t just get an advisor—you get an entire team of experts. Our family-office style approach brings together CPA partners, insurance specialists, investment experts, and Certified Financial Planners to optimize every aspect of your financial life. We blend cutting-edge technology with a personal touch, ensuring you always have responsive, friendly support when you need it.
Smart investment strategies
Why settle for outdated investment approaches? We harness Nobel Prize-winning research to help you navigate the markets with confidence. Our innovative liability-driven planning and investment platform aligns your portfolio with your unique needs and goals, not just arbitrary benchmarks.
Experience the Lifeworks difference firsthand.
Our advisors are ready to show you how you can align your wealth with your values. It’s easy, it’s informative, and it could be the most important financial decision you make this year. Book your free consultation now and take your first step towards financial freedom.