Our Story

In 2003, with just two partners, two employees, a strong work ethic, and a dream to provide independent financial advice to ultra-high net worth clients, Lake Street Advisors was formed. Now for over 20 years, Lake Street has served as a trusted advisor and advocate for clients across the country.

Our firm is built on the talent, creativity, and determination of our team, who have an unwavering commitment to our clients. While many things have changed since the firm’s inception, we remain deliberate and thoughtful about growth and change and are proud that our determination to continuously improve to meet our clients’ needs is as strong today as it was 20 years ago.


Our Clients

Lake Street works exclusively with ultra-high-net-worth families across the United States. This allows us to specialize in this niche and gives our team the ability to focus efforts on optimizing the most complex of situations. While each family is unique, all face the complexities that come with significant wealth. 

Lake Street maintains a 2:1 client to employee ratio; this allows us to be fully immersed our clients’ needs. We handle all the administration and complexity that goes with wealth, carrying out decisions, so that our clients can focus their time and energy on what matters most to them without unnecessary stress.


Our Philosophy

Lake Street was founded to address the complex challenges faced by ultra-high-net-worth families. We pride ourselves on providing elite financial advice and service delivered in a practical way.

Lake Street abides by a code of ethics that not only defines our culture but also mirrors our beliefs, shaping and directing our actions. Our team is committed to living out the following core values every day, shaping how we work together and what we stand for.

Problem Solvers
Our team combines different backgrounds and experiences to proactively solve problems and drive results. We aren’t afraid to tackle challenges and create opportunities from them.

Continuous Improvement
We strive to continuously improve in an evolving world without wavering on fundamental principles. We are always innovating and pursuing new services and solutions to better meet your goals.

Ownership of Results
We take ownership of the quality of our work and take pride in what we deliver as a team. We hold ourselves accountable by measuring ourselves against the highest standards of integrity and fiduciary responsibility while delivering results for you and your family.


Sailing on calm seas on a sunny day

Our Team

Quite simply, we seek out people who love and excel at what they do. Our team combines diverse backgrounds and experiences to successfully solve problems and drive results for our clients.


Lake Street consistently publishes insightful thought leadership articles on our blog, offering timely perspectives on wealth management and investment strategies.