It’s your story, we’re here to help you write it.

What we do

We believe that wealth management is a relationship, not a formula.

Lakeview is an independent financial planning and registered investment advisory firm. We help every person and family we serve build a unique and evolving financial roadmap, so they can navigate all of life’s transitions with confidence and optimism.

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Why lakeview
  • We manage money, but we work for people.

    Wealth management is a series of personal decisions, not just a balance sheet. Our success is rooted in the genuine care we have for people, their lives, and the experience they have with us.

  • We personalize your peace of mind.

    Wealth comes with complications, and we can help uncomplicate them. We match deep experience with personalized understanding to help you maximize your assets and minimize your anxiety.

  • We never stop learning, or listening.

    We’re relentlessly curious and driven to solve the unique puzzle that is your financial plan. We are constantly looking for new ways to empower our team and help our clients make the smartest possible financial decisions.

Life scenarios

At the end of the day, it’s about your challenges, and being prepared to meet them.

See how we help our clients through a variety of real-life scenarios, from basic questions about investments, to broader concerns about retirement planning.

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insights

Seeking Client Service Associate – Financial Services

With Nick’s promotion, we seek another pro-active and dependable team member with a positive and professional attitude to support our advisors and help deliver great service to clients. Click here.

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Promoted!

We are proud to announce that Nick Bussard, our Client Service Associate, has accepted a Support Advisory position within our financial planning group. Congratulations, Nick!

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The Presidential Election

Some of us are saddened, others are joyful about the result of the election. Both camps may be feeling angst about how the election results are going to affect the markets. This morning, as the dust settles, it is important to pause and reflect on what history has to say about an unexpected change in […]

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When a client tells me that they don't worry about their investments or their financial plan because they know it's in our hands. That's success to me." Julie Back
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Are you ready for personalized peace of mind?

We’d be happy to answer any questions you have or to schedule a consultation with one of our certified financial planners.

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