OH · Mentor

Fiduciary advisors in Mentor, OH

3 advisors with offices in Mentor. Credentials, fee structures, and minimums are disclosed on each listing.

3 listed
3 results in Mentor

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

Fiduciary ★5.0(23)

Mentor, Ohio

CFP

Fee-Based

Investment Management Retirement Planning Wealth Management

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.

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Financial advisors in Mentor, Ohio

Advisors serving Mentor specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Ohio's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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