Lake Forest Park Financial is an independent wealth management and financial planning firm based in Lake Forest Park, Washington, serving clients in the Seattle area. The firm helps individuals and families bring clarity, simplicity, and strategy to their financial lives, with the goal of building a path toward a work-optional lifestyle. Its advisors take a collaborative, personalized approach, recognizing that each client’s circumstances and aspirations are different.

By organizing the elements of a client’s financial picture into a cohesive plan, they help clients navigate decisions and prepare for changing life events. The firm’s process is informed by decades of experience, broad life perspectives, and a focus on each client’s ideal future. Its guiding principles are integrity, ethics, education, and exceptional service.

Lake Forest Park Financial offers financial planning and wealth management guidance, and invites prospective clients to schedule a consultation. Securities and advisory services are offered through LPL Financial, a registered investment adviser and FINRA/SIPC member. The firm is located at 15016 37th Avenue NE in Lake Forest Park