A Financial Partner You Can Trust

Working with a financial advisor shouldn’t be an intimidating challenge. At Lake Avenue Financial, our first priority is you.

Wealth Management With Your Goals In Mind

It’s time to work with an objective wealth management firm that has your goals in mind – not one selling financial products. We work closely with successful professionals, business owners, retirees and independent women seeking to protect and grow their assets.

Lake Avenue Financial

Lake Avenue Financial is a Registered Investment Advisor (RIA) that provides a proactive approach to comprehensive wealth management. Our experienced independent financial advisors connect your current financial situation with your retirement, investment, tax and estate goals. We partner with you for the long term and help you every step of the way in order for you to fulfill your financial goals and retire comfortably. Find out how Lake Avenue Financial helps make your financial dreams a reality through comprehensive and independent advice. Together we can take the guesswork out of your financial future.

Who We Are

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.

What We Do

We educate our clients and take the mystery out of investing, estate planning, and preserving their wealth.

How We Do It

Financial planning is more than minimizing risk and protecting assets – it’s about managing your wealth.

Do You Know How Much Risk Is In Your Portfolio?

Capture your risk tolerance and see if your current portfolio fits you.

Our Blog

We believe in providing the public with transparency and giving them a platform for open communication. So we created our blog to provide you with timely market information as well as relevant financial news and economic updates. Please make sure you visit our blog often to be kept up to date on our many discussions.

New Year, New Start. Time to Make Financial Resolutions.

Tuesday, December 15, 2020

Summer Fiesta 2019

Tuesday, December 15, 2020

How Rising Interest Rates Would Impact You and the Economy

Tuesday, December 15, 2020

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of “Retire Happy: A Simple Guide to Your Next Big Adventure.”