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

Alec S.

I’ve been working with Ben for the past several months and I couldn’t be more impressed with his expertise, professionalism, and passion for helping others. From the very first meeting, Ben took the time to understand my financial goals and concerns, crafting a tailored plan that really suits my needs. What I appreciate most is his clear communication and ability to explain complex financial concepts in a way that’s easy to understand. Ben truly has the heart of a teacher.
Ben offers sound advice, for investment strategies, retirement planning, budgeting, or networking, and I always feel like my financial well-being is his top priority.
I highly recommend Ben and his team at Lakehouse Family Wealth to anyone looking for a knowledgeable, trustworthy, and genuinely caring financial advisor.

Jodi S.

Ben is a complete financial planner! He has gone way beyond helping me with my investments (which he is great at) to assisting me with budgeting, purchasing a new car, and even job searching. Ben has exceeded my expectations every time I contact him. He makes himself readily available and has really taken the time to get to know me and my goals. Ben treats his customers more like friends or family. Even though it's about the numbers, I never feel like one!

Samantha

Highly recommend Ben and Lakehouse Family Wealth. Met Ben a couple years ago to discuss retirement planning. Went to meeting with little knowledge of my employee retirement account and came out of meeting with complete understanding how my account was being managed. He is very easy to talk to and will clarify answers to all of your questions. He is quick to respond to messages and has very flexible scheduling. Not only has Ben advised me with retirement, he has set up future investments and helped me budget to save money towards a new home. He gets to know his clients on a personal level and assist with all stages of life. After my mother suddenly passed away, Ben provided me resources to create my own will and designate a POA. Very thankful for his assistance during a such a difficult time.

Beth T.

Simply put, Ben is brilliant! He’s an excellent financial advisor because he knows the industry inside and out. He’s also an excellent financial advisor because he knows how uncomfortable the subject of money can be, yet he still manages to make the overall experience enjoyable. Ben will tell you the truth and be your biggest cheerleader. The systems he has designed work! Ben is patient, knowledgeable, consistent, dedicated, professional and supportive. My family and I are so glad he is our financial advisor, and we plan to stick with him for many, many many years to come!

Joe F.

I highly recommend Ben Simerly and Lakehouse Family Wealth. Ben is proud to be an educator, not just a financial advisor. He’s patient and passionate about his business and his customers. He encourages questions and follows up personally and frequently with both myself and our mutual clients to ensure everything is consistently on track, and our clients are confident throughout the process. I would recommend Ben to family and friends and know for sure that he would look after their investments as if they were his own.

Loretta

Ben is wonderful to work with, he is willing to review all options in details that are understandable. They go above and beyond in helping with all transitions in life. I recently had a life change and Ben personally is available to meet after hours, and during business hours. This team has a depth of knowledge well beyond their years, they do in-depth research before recommending any investments. Ben is very practical in his approach and is willing to help in a myriad of ways.

Ashraf S.

Ben is a great resource for any financial planning and wealth management questions you have. He’s been helping me plan out how to best invest the proceeds from a house sale, being super patient and providing very helpful analogies and explanations for financial terms.

He’s spent time going through terms and conditions documents page by page with me, helping me understand exactly what I’m signing. He’s also helped with budgeting and preparing for possible life events, by helping me with planning how much I should set aside for various things.

Overall, highly recommend Ben Simerly of Lakehouse Family Wealth.

India C.

Hiring Lakehouse Family Wealth has, without a doubt, been one of the most life changing decisions I’ve made. As a single mother of two young children, I knew that I needed to hire a trusted advisor to help guide me on my wealth building journey. Before I could true start building wealth, though, I knew I needed to first change my mindset and ultimately my behaviors. In addition to helping me establish a budget and manage my investment, Lakehouse has been instrumental in my overall “big picture.” I’ve been working with Lakehouse for over two years and they have been by my side during many life events including but not limited to selling a home and moving, purchasing a new car, and starting a new job. I recommend Lakehouse to all my loved ones. I feel more confident in my financial future because of the wealth building mindset I’ve established and, most importantly, the behaviors and discipline I’ve developed. I give significant credit to Lakehouse. I’ve done with work but Lakehouse coached and guided me. Lakehouse has gotten to know me on a deep personal level. I consider this company an extension of my family and plan to be a client for the rest of my life and same for my daughters. If you are ready to level up and build true generational wealth, do not hesitate to contact Lakehouse. Your life will forever be changed! Note: Ben is “my person” and I’m grateful for the relationship we’ve built.