What Does Lake Road Advisors Do?

As an independent, fee-only financial planning firm, we specialize in working with mid-career professionals across the country to make sure they are making the right decisions to live a smart financial life today as well as tomorrow.

No matter what your financial experience, we provide you the knowledge, framework, and guidance to fulfill your financial goals.

How Do We Do It?

These are just a few of the foundational elements of our process that allow us to provide you value and ensure a successful relationship.

 
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Organization
Through our planning process we bring all of your entire financial life together and track your progress

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Accountability
We know you are busy and it’s our job to keep you accountable and on track toward your goals

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Objectivity
As an independent fee only firm we provide the advice that is best for you, not our bottom line

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Proactivity
We have been here before and know what you should be considering as you go through your life transitions

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Partnership
We are not successful unless you are. We are long term partners focused on achieving your goals

 

Why Lake Road Advisors?

Our experiences both in business (working at Fortune 500 Wall Street firm to starting a firm from scratch) and with family (with 3 young children who moved away from NYC to improve our quality of life) uniquely position us to better understand you and help you figure out a better way forward.

If this sounds like you, please don't hesitate to set up a no obligation call today to learn more.

Investopedia's Top 100 Most Influential Advisors of 2018

Honored to be named one of Investopedia’s Top 100 Most Influential Advisor’s for 2018. The Top 100 list celebrates financial advisors who have contributed significantly to conversations about financial literacy, investing strategies, life-stage planning and wealth management.

Read more: Investopedia Top 100 Financial Advisors

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