Lake Street Advisors is an independent multi-family office, we have consistently delivered results for our clients since 2003*.

Define Purpose

We work to achieve a deep understanding of your family's goals and concerns to become your advocate.

Define Strategy

We act as your financial architect and general contractor, integrating all aspects of your financial life.


We are strategy and product agnostic, so there are no fee related conflicts of interest - we are your fiduciary.

We maintain a 2:1 client to employee ratio; this allows us to be fully immersed in your family's needs.

New England forest in autumn

We handle all the administration and complexity that goes with wealth, carrying out your decisions, so that you can focus your time and energy on what matters most to you.

Rocky Maine coastline with rough seas

We are an independent multi-family office, serving clients that seek a trusted partner to guide their family’s financial strategy and deliver optimal results.

Overlooking a small pond with vibrant colored trees during autumn

Our team of professionals are devoted to addressing the complexities of your financial          life today, and planning for your legacy        tomorrow.

155 Federal Street, Suite 502, Boston, MA 02110
tel: 617.303.5100

145 Maplewood Avenue, Suite 210, Portsmouth, NH 03801
tel: 603.610.4100