A complete list of active advisors currently associated with Lakeshore Advisors

Warmer can help you find a great advisor at Lakeshore Advisors or one who fits your needs even better.

Lakeshore Advisors provides discretionary portfolio management and associated financial planning to individual and high‑net‑worth clients, generally charging asset‑based fees and documenting objectives and restrictions in a written investment policy statement. The firm does not offer financial planning as a standalone service and may recommend unaffiliated external managers or private placement investments for portions of a client’s portfolio. The firm’s investment approach is long‑term and grounded in modern portfolio theory, relying on model portfolios tailored to each client’s risk tolerance with ongoing monitoring and periodic rebalancing. Lakeshore also implements direct‑indexing programs through unaffiliated managers and uses AI‑based tools for analysis and meeting transcription, both of which the firm discloses as posing specific tracking, operational, and model risks. Notably, a firm owner participates as a general partner in private investment partnerships and the adviser may facilitate co‑investments or recommend those private funds to accredited clients, a relationship the firm discloses as a potential conflict of interest. As a recently formed, supported adviser managing assets in the low‑to‑mid tens of millions per advisor, Lakeshore’s mix of direct indexing, external manager arrangements, and disclosed syndication relationships is less common among peers.

To learn more about the advisors currently working at Lakeshore Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.