Lakehouse Family Wealth, LLC

Financial Planner

When is it open?

From Google, checked Aug 2026

  • Mon9:00 am - 5:00 pm
  • Tue9:00 am - 5:00 pm
  • Wed9:00 am - 5:00 pm
  • Thu9:00 am - 5:00 pm
  • Fri9:00 am - 5:00 pm
  • SatClosed
  • SunClosed

What kind of work does it do?

Financial Planner

For More Time At The Lake

How does the business describe itself?

Benjamin Simerly, CFP®, Financial Advisor, Certified Financial Planner, and Owner of Lakehouse Family Wealth. Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer’s comments may not be representative of any other person’s experience and is no guarantee of future performance or success. 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.

Taken from its Google listing, read Aug 2026.

What does its Google listing mention?

  • Wheelchair accessible parking
  • LGBTQ+ friendly

Taken from its Google listing, read Aug 2026.