Retirement planning
for more time with family.
A small, independent, Ohio-based firm focused entirely on retirement planning. You bring the questions about retirement, taxes, and what's next. We bring the plan.
From the families we serve
My family recently experienced one of those events you hope never happens — a sudden phone call. I've had a hard time putting into words how thankful I was for Ben and Lakehouse Family Wealth this spring.
Ben has exceeded my expectations of a financial advisor. He has been thorough, guided me through the process, and explained everything in an easy to understand manner. I look forward to a seamless transition into my retirement.
He has already given me so much comfort, confidence and insight regarding my finances. I was anxious and worried looking for help, and I don't think I could've found it any better than I have at Lakehouse Family Wealth.
Retire with a plan
Most of our clients find us at a turning point.
Near and Recent Retirees
You saved for decades. Now the question changes: how does this money actually become a paycheck, and will it last?
Suddenly Single
A loss or a divorce shouldn't come with a financial scramble. We slow things down, sort the pieces, and handle what can wait.
Women in Transition
New chapter, new decisions. Straight answers, no jargon, and a plan that fits the life you're building next.
We look at the entire picture, far beyond just investments.
Ben & Millie — Chief Happiness Officer
Benjamin A. Simerly, CFP®
Founder, Lakehouse Family Wealth
I founded Lakehouse Family Wealth for families who value 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 for a family, and I've devoted my career to helping people get more of it. Whether you're reading this on the water or just dreaming about it, Millie and the rest of our team are here to help you focus on your retirement and your life.
"Financial planning is only as good as the lessons learned by the generations to come."Learn more about us
It all starts with your retirement assessment.
Get a comprehensive look at you, your family, and your goals.
Free Retirement Assessment