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 offers discretionary investment management, financial planning, consulting, third‑party money manager implementation and retirement plan advisory, and provides clients access to an estate‑planning technology platform. The firm’s Form ADV describes services for individuals, families, trusts, retirement plans and corporations, but as a newly SEC‑registered entity it reports no regulatory assets under management and no active client relationships at the time of filing. The firm’s investment process combines fundamental and technical analysis with model‑manager evaluation, using long‑term holdings alongside tactical asset allocation and the option to implement third‑party model portfolios or manage legacy positions. Operationally, Lafayette Square implements portfolios through institutional share classes, generally recommends an institutional custodian for custody and trade execution, and uses third‑party reporting and reconciliation technology to support portfolio administration. Distinctive elements include the firm’s offering of an estate‑planning technology platform (which the firm may subsidize) and a consulting capability that can be structured around business revenue for exit‑planning and related services. The firm’s small scale and recent SEC registration — two advisors and no reported AUM or clients at filing — leave it with an atypical client profile compared with many peers in the supported‑firm category.

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.