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Client Centered

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 will help you navigate the intersection of life and money. Their goal is to assist you in living a confident, full and purposeful life. When you accomplish that, there is mutual satisfaction from an enduring, successful relationship!


Mission Statement

Lake Avenue Financial is dedicated to enhancing the quality of our clients’ lives as we oversee their wealth to help them achieve their long-term goals and dreams.

Let's Look Forward

Imagine being able to look 20 years into the future. What financial advice would you give yourself today? If you want to see what your tomorrow would look like, we can show you.

Click on the video below to learn more about how we help our clients see what their financial futures could look like.

Are You on the Road to Financial Wellness?

It's never too late to start. In this ebook, we outline effective financial strategies for every stage of the journey.

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