A complete list of active advisors currently associated with Lakeline Financial

Warmer can help you find a great advisor at Lakeline Financial or one who fits your needs even better.

Lakeline Financial provides investment management and comprehensive financial planning services for individual and high-net-worth clients, offering ongoing planning, limited-scope hourly engagements, and implementation assistance across traditional asset classes such as stocks, bonds, mutual funds, and ETFs. The firm also addresses business-owner needs through business planning and employee benefits optimization as part of its planning services. The firm’s investment approach draws on modern portfolio theory and uses both passive and active strategies, supported by fundamental and technical analysis to construct and manage portfolios consistent with each client’s risk tolerance and objectives. It manages accounts on a discretionary basis when engaged and explicitly excludes Alternative Investments and Cryptocurrency from its advice. Notably, Lakeline Financial is a fee-only adviser that does not charge clients a percentage-of-assets model—a structure that is uncommon among peers—and it does not accept commissions or performance-based compensation. The firm is newly formed and currently reports no client assets, and it requires clients to establish accounts with a specified custodian as part of its operating practices.

To learn more about the advisors currently working at Lakeline Financial, 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.