L Squared Financial LLC is a Registered Investment Adviser (RIA) that provides comprehensive financial planning and investment management services. As a fee-only firm, their revenue comes directly from clients, not from commissions on selling financial products, which is intended to align their interests with their clients'. The firm focuses on creating personalized financial strategies that encompass retirement planning, investment management, tax planning, and other aspects of personal finance to help clients achieve their long-term financial goals.

Founded in

United States