Ginny B. -

Retired, N.E. Ohio

"I’ve been working with Ben for about 4 years. I was lucky enough to be referred to him at a really tough time, I lost my job of over 15 years during Covid, and I was on disability just a few years before I would be allowed to retire. Ben is so patient, I didn’t have a lot of financial knowledge, and Ben talked me through some very confusing times. He talked to me so I could understand and didn’t make me feel like any questions were stupid (and I had a lot of questions). Not only did he help me get my finances in order, but actually helped me search and purchase my car. His knowledge is astounding."

India C. -

Corporate Professional, Washington, D.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."

Tessa I. -

Small-Business Owner, Cleveland, Ohio.

"Ben has been so incredibly supportive and informative. He truly goes the extra mile in making sure we are confident in the decisions we’re making for our future. I cannot recommend Ben and Lakehouse Family Wealth more highly!"

Beth T. -

Clinic Director, Cleveland, Ohio.

"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!"

Loretta S. -

Director, Cleveland, Ohio.

"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"