Fiduciary

Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management - Benjamin Simerly, CFP®

Mentor, Ohio

5.0 (23 reviews)
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About

Lakehouse Family Wealth is a fee-based financial planning firm in Mentor, Ohio, led by CFP Benjamin Simerly. The firm provides investment management, financial planning, and retirement planning services and operates under a fiduciary standard. Services focus on wealth management and retirement strategy for families.

Specialties

Fee structure

Fee-Based

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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