Lake Street Advisors is an independent multi-family office, we have consistently delivered results for our clients since 2003*.

    Define Purpose

    We work to achieve a deep understanding of your family's goals and concerns to become your advocate.

    Define Strategy

    We act as your financial architect and general contractor, integrating all aspects of your financial life.

    Execution

    We are strategy and product agnostic, so there are no fee related conflicts of interest - we are your fiduciary.

    We maintain a 2:1 client to employee ratio; this allows us to be fully immersed in your family's needs.

    New England forest in autumn

    We handle all the administration and complexity that goes with wealth, carrying out your decisions, so that you can focus your time and energy on what matters most to you.

    Rocky Maine coastline with rough seas

    We are an independent multi-family office, serving clients that seek a trusted partner to guide their family’s financial strategy and deliver optimal results.

    Overlooking a small pond with vibrant colored trees during autumn

    Our team of professionals are devoted to addressing the complexities of your financial          life today, and planning for your legacy        tomorrow.

    BOSTON, MA
    155 Federal Street, Suite 502, Boston, MA 02110
    tel: 617.303.5100

    PORTSMOUTH, NH
    145 Maplewood Avenue, Suite 210, Portsmouth, NH 03801
    tel: 603.610.4100

    Focus Financial Partner

    Information on this website is directed toward U.S. residents only. Lake Street Advisors Group, LLC only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.  Please note that the information contained in or linked to this site is not intended to be taken as investment, accounting, tax or legal advice, nor should it be construed to serve as a substitute for consultation with professional accounting, tax, legal or other competent advisors.

    *Lake Street Advisors, LLC was originally formed in 2003. In April 2017, Lake Street Advisors, LLC withdrew its registration and became registered as Lake Street Advisors Group, LLC when the firm joined Focus Financial Partners.

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