In 2016, Ron Bullis and Kurt Van Dyken left a traditional big box firm and started Lifeworks Advisors, an independent registered investment advisor in Grand Rapids, Michigan. After realizing all the gaps in the client experience of a traditional firm, Lifeworks was built to address 3 major problems in wealth management:
What’s the solution? Lifeworks set out to build it.
Ron S. Bullis
President, Lifeworks Advisors
Ron co-founded Lifeworks Advisors in 2016 after more than ten years in the financial services industry. He developed and designed the Family Strategic Planning System™ to help individuals and families simplify their financial lives, focus on what matters most, and live an intentional life. In 2018, Ron and the Lifeworks team began building the Lifeworks solution for advisors, which seeks to fix the broken wealth management industry for advisors and clients.
Ron is also the proud father of five beautiful children and founder of the Ella Bullis Foundation, which he started to honor the memory of his daughter Ella.