Founded in 2003, Lake Street Advisors is a fee-only, employee-owned wealth management firm dedicated to providing comprehensive and personalized financial oversight for affluent families. The firm acts as a personal CFO for its clients, offering a fully integrated approach that combines investment management, financial planning, and family office services. Their mission is to simplify the complexities of significant wealth, allowing clients to focus on what is most important to them, with a commitment to objectivity and a fiduciary standard of care.

Founded in

United States