About Us

Lane Street Financial opened in Monroe, North Carolina in 2009 with the goal of serving families and business in Union and the surrounding counties.  Our philosophy is simple.  Our clients shouldn’t have to worry that the money they want to grow for the future, whether it’s for college expenses or retirement income for life or anything else they want, is not exposed to downside risk in the market.  They have “peace of mind” .

We learned from the stock market crash of 2008 that when we lose 30, 40 or 50 percent of our savings, it takes a 60, 80 or 100 percent return to bring us back to where we started.  It took over five years to recover what was lost in 2007 and 2008.  If you were 60 years old in 2007 and wanted to retire at age 65, and lost 50 percent of your savings, this would have been a difficult time.

There are two proven paths to building wealth.  You can increase the amount of money you make, or increase the amount of money you keep.  Our approach uses both paths and helps families and businesses redirect money normally lost to debt, interest and taxes back into their circle of wealth, while at the same time ensuring that your dollar gains a consistent positive return. 

Lane Street Financial keeps you and your money on the right path.  We’re the “Peace of Mind” company. 


Lane Street Financial Advisors, Inc.
115 Unionville Rd. Indian Trail Rd.
Indian Trail, NC, 28079
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Copyright 2014