Contact us
Office Hours
Monday-Friday 9 AM - 5 PM (EST)
Phone
Text
Contact Us
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Lakehouse Family Wealth is proudly located in Cleveland, Ohio, and taking appointments virtually on Zoom from sea to shining sea. If you would like to set up an in-person appointment, get in touch with our office, and we will be happy to meet locally in the Cleveland, Ohio region.
We also occasionally set up meetings and client events near our out-of-state clients; feel free to let us know your ideas for our next client event near you!
(Note: Evening and weekend meeting times are available on our scheduling link, but require confirmation with our staff, or we might be out on the lake! For times within the next 24 hours, get in touch directly via phone or text, and we will do whatever we can to arrange a meeting as soon as possible.)
Office Hours
Monday-Friday 9 AM - 5 PM (EST)
Phone
Text
Contact Us
We will get back to you as soon as possible.
Please try again later.
Office Hours
Monday-Friday 9 AM - 5 PM (EST)
Phone
Text
Contact Us
We will get back to you as soon as possible.
Please try again later.
Lakehouse Family Wealth is proudly located in Cleveland, Ohio, and taking appointments virtually on Zoom from sea to shining sea. If you would like to set up an in-person appointment, get in touch with our office, and we will be happy to meet locally in the Cleveland, Ohio region.
We also occasionally set up meetings and client events near our out-of-state clients; feel free to let us know your ideas for our next client event near you!
(Note: Evening and weekend meeting times are available on our scheduling link, but require confirmation with our staff, or we might be out on the lake! For times within the next 24 hours, get in touch directly via phone or text, and we will do whatever we can to arrange a meeting as soon as possible.)
Lakehouse Family Wealth is proudly located in Cleveland, Ohio, and taking appointments virtually on Zoom from sea to shining sea. If you would like to set up an in-person appointment, get in touch with our office, and we will be happy to meet locally in the Cleveland, Ohio region.
We also occasionally set up meetings and client events near our out-of-state clients; feel free to let us know your ideas for our next client event near you!
(Note: Evening and weekend meeting times are available on our scheduling link, but require confirmation with our staff, or we might be out on the lake! For times within the next 24 hours, get in touch directly via phone or text, and we will do whatever we can to arrange a meeting as soon as possible.)
Interested in working with us?
Learn more about our process designed to help you see if we are a good fit for you.
All Rights Reserved | Lakehouse Family Wealth, LLC.
Lakehouse Family Wealth is a division of and trade name of Lakehouse Family Wealth, LLC. , an independent financial services office located in Concord Twp., Ohio. All Rights Reserved.
Check out my background on FINRA’s BrokerCheck: https://brokercheck.finra.org/
Benjamin A. Simerly, CFP® is a Registered Representative. Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member
FINRA
/
SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Lakehouse Family Wealth is not affiliated with Cambridge. Cambridge does not offer tax or legal advice. Fixed insurance services, if requested by a client or prospect (though we don't generally like them) are offered through Lakehouse Family Wealth , llc.
Office of Supervisory Jurisdiction located at: 1776 Pleasant Plain Road, Fairfield, IA 52556
Fidelity Investments and National Financial Services LLC (together "Fidelity") is an independent company unaffiliated with Cambridge or Lakehouse Family Wealth, LLC. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the preparation of the content or information herein. Fidelity is a registered service mark of FMR LLC. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services, LLC members NYSE, SIPC.
Please be advised that, presently, Benjamin A. Simerly, CFP® holds Series 7 and 66 licenses OH, CA., DC, IL, MD, and SC. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Benjamin A. Simerly, CFP® before proceeding further.
Cambridge’s Form CRS (Customer Relationship Summary)
A full list of disclosures can be found
here.
All Rights Reserved | Lakehouse Family Wealth, LLC.
Lakehouse Family Wealth is a division of and trade name of Lakehouse Family Wealth, LLC. , an independent financial services office located in Concord Twp., Ohio. All Rights Reserved.
Benjamin A. Simerly is a Registered Representative. Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member
FINRA
/
SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Lakehouse Family Wealth is not affiliated with Cambridge. Cambridge does not offer tax or legal advice. Fixed insurance services, if requested by a client or prospect (though we don't generally like them) are offered through Lakehouse Family Wealth , llc.
Office of Supervisory Jurisdiction located at: 1776 Pleasant Plain Road, Fairfield, IA 52556
Please be advised that, presently, Benjamin A. Simerly holds Series 7 and 66 licenses OH, CA., IL, MD, and DC. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Benjamin A. Simerly before proceeding further.
Cambridge’s Form CRS (Customer Relationship Summary)
A full list of disclosures can be found
here.
All Rights Reserved | Lakehouse Family Wealth, LLC.
Lakehouse Family Wealth is a division of and trade name of Lakehouse Family Wealth, LLC. , an independent financial services office located in Concord Twp., Ohio. All Rights Reserved.
Benjamin A. Simerly is a Registered Representative. Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member
FINRA
/
SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Lakehouse Family Wealth is not affiliated with Cambridge. Cambridge does not offer tax or legal advice. Fixed insurance services, if requested by a client or prospect (though we don't generally like them) are offered through Lakehouse Family Wealth , llc.
Office of Supervisory Jurisdiction located at: 1776 Pleasant Plain Road, Fairfield, IA 52556
Please be advised that, presently, Benjamin A. Simerly holds Series 7 and 66 licenses OH, CA., IL, MD, and DC. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Benjamin A. Simerly before proceeding further.
Cambridge’s Form CRS (Customer Relationship Summary)
A full list of disclosures can be found
here.