Design Your Future

Do you want to achieve financial independence, but you’re not sure how to get started, get anxious when you think about money or just frustrated with industry jargon?

If you’re looking for a team who can simplify, educate and relieve the stress caused by money decisions, we’re here to help!

Your Guides

We understand that you have unique considerations when planning for the future. Our caring and knowledgeable team is dedicated to listening to your needs and guide you every step of the way.

Clients First

You are at the center of everything we do. We’ll help design a plan that aligns with your goals, values and priorities.

Simplicity

Managing your money wisely can be overwhelming and complicated. But it doesn’t have to be.

Turn Dreams Into Reality

Meet some of our clients who were empowered on their financial journey and achieved true wealth and well-being.

Here’s what our clients are saying.

  • ⭐⭐⭐⭐⭐

    “Alex is, quite simply, the financial planner you want on your side. He and Rosa continue to go to great lengths to ensure that I am comfortable, supported, educated and making smart financial decisions. He strikes the perfect balance between protecting my assets and empowering me to do more. If you experience a big financial event, whatever that might be, Alex should be your first call.”

    Ali L.

  • ⭐⭐⭐⭐⭐

    “I've worked with Alex and his team for 20 years, and am always impressed by their consummate professionalism, astute advice, ability to explain and teach me about financial matters, and most importantly, their trustworthiness. They treat their clients like family!”

    Andrea P.

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Some commonly asked questions.

  • At Lake Avenue Financial, we pride ourselves for not having any asset minimums. We all have to start somewhere!

    Our only ask is that you are willing to learn and are respectful to our team members.

  • Yes, we are fiduciaries and are legally obligated to put your best interests first. As an independent Registered Investment Advisor (RIA) we don’t offer any proprietary products and only recommend what’s truly the best fit for your situation.

  • We offer two options for our financial planning services. Head over to our Pricing page to learn more.

  • As an independent Registered Investment Advisor (RIA) we provide fee based financial planning and asset management.

    Asset management is optional, but almost all of our clients have us manage their assets as part of their financial plan.

Are you ready to achieve financial independence?