A complete list of active advisors currently associated with Lakeshore Financial Planning Inc.
Warmer can help you find a great advisor at Lakeshore Financial Planning Inc. or one who fits your needs even better.
Lakeshore Financial Planning Inc. provides discretionary portfolio management and incidental financial planning to individuals (including high net worth individuals), charitable organizations, and investment clubs. As of December 31, 2025 the firm reported $469,250,841 in discretionary client assets across roughly 491 client relationships and operates with a three-advisor team. The firm implements client-tailored strategies using firm-developed model portfolios diversified among investment styles and asset classes, primarily through mutual funds and ETFs, and it monitors and rebalances portfolios as market conditions or client circumstances change. Its stated methods of analysis include both fundamental and technical approaches and it may employ short- and long-term purchase strategies; tax efficiency is not treated as a primary objective unless agreed otherwise. Noteworthy features relative to peers include the combination of substantial assets under management with a small advisor headcount, and a requirement that clients establish custody with Raymond James & Associates for managed accounts, which the firm states could limit execution choices. The firm also discloses practices such as combining household accounts for fee breakpoints, not voting client proxies on their behalf, and relying on custodian statements rather than providing separate regular written performance reports.
To learn more about the advisors currently working at Lakeshore Financial Planning 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.
Name |
Location |
Years of experience |
|---|---|---|
Saint Clair Shores, MI
| 33
| |
Saint Clair Shores, MI
| 13
| |
Saint Clair Shores, MI
| 28
| |
Saint Clair Shores, MI
| 18
|
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