A complete list of active advisors currently associated with Lafayette Square Financial Advisors, Inc.

Warmer can help you find a great advisor at Lafayette Square Financial Advisors, Inc. or one who fits your needs even better.

Lafayette Square Financial Advisors provides discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth families, estates, trusts, retirement plans, and corporations. The firm also implements model portfolios and third‑party money manager strategies and offers administrative and participant education services for retirement plans. LSQFA typically implements portfolios using manager models or model allocations and invests across equities, fixed income, mutual funds, ETFs, and cash with ongoing monitoring and periodic rebalancing under discretionary authority. Financial planning and consulting are offered as separate engagements that can be delivered on either fixed‑fee or hourly terms, and implementation of investment recommendations generally requires a separate agreement. Compared with many firms in this registration category, LSQFA emphasizes pension and retirement‑plan consulting and will accept ERISA fiduciary roles, including acting as a Section 3(38) investment manager and conducting selection and due diligence of other advisers. The firm also provides access to third‑party estate‑planning technology and uses the Black Diamond reporting platform; it does not act as a private fund adviser and, as of the brochure date, reported no regulatory assets under management.

To learn more about the advisors currently working at Lafayette Square Financial Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.