A complete list of active advisors currently associated with Lakeside Financial Planning, LLC

Warmer can help you find a great advisor at Lakeside Financial Planning, LLC or one who fits your needs even better.

The firm provides fee‑only financial planning and investment advisory services primarily to individuals, families, and small businesses, managing roughly $64 million on a discretionary basis for a compact client base. Offerings include comprehensive wealth management, standalone investment management, limited “snapshot” reviews, and adult educational seminars delivered through a local community education program. Investment decisions are typically discretionary and are structured around each client’s tax situation, risk tolerance, time horizon and personal goals, using no‑load mutual funds, ETFs, bonds and cash equivalents. The firm uses third‑party model portfolios and tax‑management tools via a model marketplace and also builds custom models, and conducts periodic (typically annual) account reviews. Noteworthy features include the firm’s ongoing public seminars on general financial fitness — a service uncommon among independent peers — and a tax‑focused professional background that informs its planning and advice. The firm is fee‑only, affiliated with fee‑only professional organizations, and recently narrowed its service menu by removing small‑business retirement plan offerings to focus on individual and household advisory relationships.

To learn more about the advisors currently working at Lakeside Financial Planning, LLC, 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.