Frank Ohara

Lead Advisor @ Lifeworks Advisors | Family Wealth Management

Role: Lead Advisor at Lifeworks Advisors
Location: Williamsburg, VA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Frank Ohara

Most people spend more time planning their vacations than they do planning for…

Experience

Lead Advisor
Lifeworks Advisors
Feb 2023 — Present · Williamsburg, VA, US
Values + Vision + Strategy = Wise Decisions/Measurable Results

Education

Mount St. Mary's University
BS

Contact information

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Work email
•••••@lifeworksadvisors.com
Personal email
•••••@•••••.com
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Current company

Lifeworks Advisors

Financial Services · 50 employees · Founded 2016 · Kentwood, Michigan, United States

Lifeworks Advisors is a modern independent registered investment advisor (RIA) and technology firm that is solving the biggest challenges advisors face today. We are backed by one of the wealth management industry’s most successful and well-known executives, Marty Bicknell, and his team of industry leaders. Our team sits at the intersection of one of the oldest and most outdated industries (Wealth Management) and the future of financial technology (FinTech). We are pushing the boundaries of wealth management, disrupting outdated business models, and delivering personalized solutions to advisory practices and individual clients through our software platform. We are building a digital ecosystem on a common data model that connects a seamless and intuitive client experience across all segments of the wealth management process with the back office operations of clearing, custody, compliance, and account management. Our software leverages machine learning, natural language processing, and native cloud technology to solve many of the biggest challenges advisors and clients face today in the wealth management space. We are delivering The Future of Advice®, today. Lifeworks Advisors, LLC (“Lifeworks Advisors”) is a Registered Investment Advisor (“RIA”).

lifeworksadvisors.com

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About Frank Ohara

Experience

Lead Advisor

Education

Mount St. Mary's University

Find verified contacts for anyone on LinkedIn