Lake Advisory Group

We are Registered Investment Advisors (RIAs) and RIAs are fiduciaries. What is the significance of this? This means that, as fiduciaries, we are legally and ethically bound to act in the best interest of our clients. Unlike many in the financial services industry, we are not motivated by self-interest and commissions; we are motivated by doing right by our clients. And, we put clients first. When our clients do better, we do better. We work for you, not Wall Street.