A complete list of active advisors currently associated with Lakeshore Capital Group, Inc.

Warmer can help you find a great advisor at Lakeshore Capital Group, Inc. or one who fits your needs even better.

Lakeshore Capital Group, Inc. provides financial planning and discretionary portfolio management to individuals — including both high‑net‑worth and non‑HNW clients — as well as trusts, estates, retirement plans, charitable organizations, and business entities. Its advisory services include comprehensive planning (cash flow, tax, retirement, insurance, education, and estate analysis) and implementation of investment strategies either directly or through model portfolios and sub‑advisers. The firm tailors asset allocations to each client’s objectives and risk tolerance and develops in‑house models using both fundamental and technical analysis while also deploying third‑party model providers and sub‑advisers for trading and back‑office support. Portfolios may include a broad range of instruments — equities, ETFs, mutual funds, fixed income, alternatives and more complex products (including structured notes, leveraged/inverse funds, and cryptocurrency exposure where appropriate) — and accounts are managed on a discretionary basis with periodic reviews. Distinctive for a small advisory firm, Lakeshore Capital is affiliated through common ownership with an accounting firm (Lakeshore Tax Consulting Group, Inc.) and may receive direct or indirect compensation when clients obtain accounting services from that affiliate, though clients are not required to use the affiliate. Several associated persons are also licensed insurance agents who may offer commissionable insurance products; the firm discloses these relationships and maintains policies (including crediting financial planning fees if a client moves to ongoing portfolio management) to address the resulting conflicts.

To learn more about the advisors currently working at Lakeshore Capital Group, Inc., 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.