Lafayette Square Financial Advisors, Inc.

EST. AUM
$0

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Firm Details

Metro area San Francisco
CRD Number 343749
Website lsqfa.com
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Overview

Lafayette Square Financial Advisors, Inc. is an independent, SEC-registered Registered Investment Adviser (RIA) headquartered in Walnut Creek, California. Founded in 2026 and led by Founder and CEO Gregory Peters alongside Principal Erin Little, the boutique firm provides personalized wealth management, fiduciary portfolio management, comprehensive financial planning, and pension consulting services to individuals, families, and business entities. The firm develops customized multi-asset portfolios aligned with each client’s financial objectives and risk tolerance, emphasizing disciplined asset allocation, risk management, and long-term wealth preservation.

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See in Dakota

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See in Dakota

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Lafayette Square Financial Advisors, Inc.

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