LAFAYETTE SQUARE

At Lafayette Square, we are your coach, planner, and guide for the biggest financial decisions of your life-both at home and with your business. We build a financial plan customized to your goals then help you implement a strategy so you can feel confident about your financial decisions and what they mean for your future... Our mission at Lafayette Square is to partner with our clients to develop a customized plan that is aligned with their unique goals and values. We want to be your trusted advisor and coach so that you are confident in your financial decision-making-both with your business and at home... We specialize in wealth management for business owners including business valuation, tax strategy, 401(k) Plan administration, and Exit Planning.

Primary location: Walnut Creek United States