At Lake Avenue Financial, we pride ourselves for not having any asset minimums. We all have to start somewhere!

Our only ask is that you are willing to learn and are respectful to our team members.

Yes, we are fiduciaries and are legally obligated to put your best interests first. As an independent Registered Investment Advisor (RIA) we don’t offer any proprietary products and only recommend what’s truly the best fit for your situation.

We offer two options for our financial planning services. Head over to our Pricing page to learn more.

As an independent Registered Investment Advisor (RIA) we provide fee based financial planning and asset management.

Asset management is optional, but almost all of our clients have us manage their assets as part of their financial plan.

Depending on the financial planning package you choose, we will meet either 3 or 5 times to get your personal plan finalized. Then we will have a 6-month check-in meeting. After our first year of working together, we will have annual meetings to make sure you are on track as well as a 6-month check-in.

There are 9 core principles that we pride ourselves on. Learn what you can expect when working with us, here.

We pride ourselves on having a team approach. That means when you hire one of us, you hire all of us! There will be a lead financial planner for each client, but any one of our team members are always happy to help.

We work with several custodians, where your money will be kept, while we manage it. Our client's favorite custodian is Altruist. You can learn more about them here.

Building a custom financial plan for you can take us anywhere from 8 to 10 hours of work. That's why it's important that we charge our financial planning fees up front. Most of our clients pay the fee with a credit or debit card. Head over to our Pricing page to learn more.

We launched Lake Avenue Financial to be able to help all types of clients. The current clients we serve are very diverse. That being said, we specialize in assisting women with their unique financial planning needs.

We love questions! If you have a question that wasn’t answered here, just head over to our Contact page and fill out our form. Someone from our team will get back to you quickly.