Ben Simerly
Retirement Planning For More Time At The Lake
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Lakehouse Family Wealth Ben Simerly
Mentor, OH
Serving Clients Nationwide
Retirement Planning For More Time At The Lake
Areas of Focus
- Estate Planning
- Investment Management
- Multi-Generational Wealth
- Retirement Planning
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
- Women & Wealth
About Ben Simerly
A proud Cleveland native and Eagle Scout, Ben Simerly earned his bachelor's degree from Bowling Green State University with dual specializations in Finance and Personal Financial Planning.In 2019, Ben moved back to Ohio from the Washington D.C. region to help families pursue their values in time spent with family into a financial reality as Financial Advisor in Cleveland, Ohio, especially on the water…
In 2022, Ben founded Lakehouse Family Wealth, LLC., to help families across America reach their family financial dreams.
Lakehouse Family Wealth is a Cleveland Ohio, comprehensive financial advising firm, where Ben offers fee-based, financial advising, wealth management, and financial planning services.
Raised by a corporate exec turned business professor mother, and father in international business, and a veteran of the United States Air Force, Ben was raised on finance, duty, and discipline from birth.
With extensive experience in small and medium-sized business operations, including growing & starting company operations in multiple states, countries, and two continents, as well as having owned his own IT and technology consulting businesses, Ben is no stranger to the challenges of both business and personal finances.
Coming from a family with a long history in business ownership, Ben spent his childhood alongside his Grandfather analyzing Value Line Investment stock research and helping keep his Grandfather's small business accounting books.
By age seven, Ben was buying his own school supplies and growing his accounts by selling Organic produce and candy door to door in NE Ohio, long before Organic anything was considered “hip.”
Oh, and he grew the produce himself…
Benjamin A. Simerly is a Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA / SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Lakehouse Family Wealth is not affiliated with Cambridge.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Estate Planning Council
- Financial Services Institute
- The AGC
Primary Location
7993 Buckthorn Dr, Mentor, OH 44060, USA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We have a three step proccess to help you assess if we are the right fit for your needs, and provide a comprehenisve assessment of what steps you need to take next in your investment management, tax planning, retirement planning, and any other areas important to you.Offers Investment Management
Yes
About Lakehouse Family Wealth
As a proud Cleveland Financial Advisor and Certified Financial Planner®, also known as a CFP®, Benjamin Simerly offers investment management, tax-planning, retirement planning, financial planning, estate planning, and specialized services for Woman-led and Single-Women households.We believe that wealth is something for all to build, and dedicate our time to ensuring our measure of success is the wealth of not just your generation, but the generational wealth that your children earn to build for themselves.
We proudly dedicate ourselves to advanced estate, trust, and tax planning, and ensure we are present at all meeting with your estate attorney and tax preparers, in addition to advanced ealth care planning all along the way. We even help clients find these professionals, and attend introductory meetings as well.
We also help train clients in having family financial and estate planning meetings, as well as lead family financial and estate planning meetings for clients. The family is at the heart of every signle one of our goals, and how we make every single plan.
Familys aren't just a statement, but the ultimate measure of how well we achieve the goals we build with you. And we regualry meet with client families to our efforts to the test. As a part of both estate and financial planning, meeting with family members to both build the plans, and communicate the plans, are the most important steps we take in the process.
From families just getting their start, to high-net-worth families with multi-generational wealth, we are involved for the entire life-cycle of a families financial needs.
As COVID-19 😷 continued in 2022, I was continually reminded of the importance of getting back to the core values we have as Americans, and how we spend our time with family.
I founded Lakehouse Family Wealth, LLC. to focus specifically on families (And the individuals in them...) that value family time at the lake.
And don't worry; beaches 🌴, mountain cabins 🌄 , and ski slopes ⛷️ are O.K. 👌 too...
I know what that time can mean and do for families, and I have devoted my life to helping families achieve it.
Whether you are at the beach now or just dreaming of it in the future, Millie (Chief Happiness Officer...), and the rest of the team at Lakehouse Family Wealth are here to help you focus on your retirement, your life, and time spent with family.
And we can do the worrying about your financial plan...
BE THE HERO OF YOUR FINANCIAL STORY.
You can be the hero, we can be the guide.
✔️ The Financial Plan: We plan for the full retirement financial picture. Investments are just the tip of the iceberg.
✔️ Focus On Generations: Our first question isn't about your investments; it's about their purpose for you: Your family's goals, values, and future.
✔️ LIVE Life: What good is a financial plan if you don't take action to use it?
AS A FIDUCIARY, FEE-BASED WEALTH AND FINANCIAL ADVISOR, I OFFER A NUMBER OF SERVICES:
✅ Tax and Retirement Planning
✅ Estate Planning and Charitable Contribution Strategies
✅ Income Planning
✅ Social Security Timing
✅ Executive Benefits
✅ Investment Management
Serving clients all over the United States via Zoom, and and locally in NE Ohio
Education
Bowling Green State University, Bachelors of Science, Finance and Personal Financial Planning
Volunteer Experience
-Leadership Lake County (Ohio) Class of 2022', Chairman of the Tech Committee, Alumni Committee Member -Estate Planning Council of Cleveland, Membership Committee Member -Ronald McDonald House, kitchen volunteer -Society for Financial Awareness, Founder of the Heartland Chapter, sofaneo.org
Hobbies and Interests
- Boating
- Camping
- Canoeing
- Cooking
- Eating Out
- Family
- Fishing
- Hiking
- Hunting
- Photography
- Volunteering
- Woodworking
- Working Out
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Baby Boomers
- Blended Family
- Business Owners
- Christians
- Corporate Executives
- Divorce
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Single Women
- Veterans
- Widow
- Young Families
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