FINANCIAL LAB

Overview

Financial Lab is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm advises individual and family clients and combines financial planning with discretionary portfolio management for individuals and small businesses. Services also include educational seminars and workshops. Fee arrangements are a mix of percentage-of-AUM and fixed fees. The firm identifies as an active ESG investor and does not position itself as a capital allocator, pension consultant, or multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices