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A Financial Partner You Can Trust

Working with a financial advisor shouldn't be a challenge. At Lake Avenue Financial, we're here to help.

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Lake Avenue Financial

Lake Avenue Financial was founded with the goal of assisting our clients in every aspect of financial management and wealth building. We extend beyond the normal advisor/client relationship, providing truly unbiased advice and the most personal service available to ensure our clients are successful and enjoy a healthy level of financial literacy. We strive to help educate our valued clients in order to create financial stability and independence for them. This education is vital for our clients to successfully make prudent decisions regarding their future. 

Our financial advisors can help you navigate the intersection of life and money. We partner with you for the long term and help you every step of the way in order for you to live a confident, full and purposeful life. Together we can take the guesswork out of your financial future!

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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.

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