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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.

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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

Who We Are

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

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What We Do

What We Do

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

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How We Do It

How We Do It

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

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Wealth Management With Your Goals In Mind

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.

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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.