Who does Lake House work with?
We focus on executives and the families navigating the moments their equity becomes wealth — acquisitions, IPOs, change-of-control payments, large equity vests, and the pre-retirement window. If your financial life centers on equity compensation, a liquidity event, or a complex workplace retirement plan, you're who we built the firm for.
Do I have to live near Yardley, PA to work with you?
No. We're based in Yardley and serve the Philadelphia–Princeton corridor in person, but we work with clients across the country. Most meetings happen by video and phone, with in-person meetings when they're useful.
Is there a minimum to become a client?
It depends on the engagement. Our investment strategies carry their own minimums — for example, the Omega Strategy has a $50,000 minimum — but planning-led relationships are evaluated case by case. The best way to find out whether we're a fit is a short introductory call.
How do you charge?
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Are you a fiduciary?
Yes. Lake House operates as an independent fiduciary firm, a dba of MGO One Seven, LLC, a registered investment adviser with the SEC. That means a duty of loyalty and care — we're obligated to act in your best interest, not to sell products.
Where are my assets held?
With independent third-party custodians — Schwab, Fidelity, and Raymond James. We never take custody of your money ourselves; your accounts remain in your name at the custodian, and you retain full visibility and access.
What happens on the first call?
It's a conversation, not a pitch. We learn about your situation — your equity, your timeline, what's keeping you up at night — and tell you honestly whether we're the right firm for it. If we're not, we'll often point you toward someone who is. There's no cost and no obligation.
Will you coordinate with my CPA and attorney?
Yes, and we prefer to. The decisions around equity comp and liquidity events touch tax and legal questions that shouldn't be made in isolation. We work alongside your existing professionals — or can introduce you to ones we trust — so the plan is one coordinated plan.
How do I get started?
Schedule a short introductory call or send us a message through the contact page. We'll set up a time to talk, with no cost and no obligation.
