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!