Lakehouse Family Wealth

Benjamin Simerly, CFP®, Financial Advisor, Certified Financial Planner®, and Owner of Lakehouse Family Wealth.  Lakehouse Family Wealth is a Cleveland, Ohio, comprehensive financial advising firm, where Ben offers fee-based investment management, financial advising, wealth management, tax planning, estate planning, and financial planning services.

Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA / SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Lakehouse Family Wealth is not affiliated with Cambridge. The full list of disclosures can be found on our website.