Our Team
Ben, Millie, and the plan we build for your family.
Benjamin A. Simerly, CFP®
Founder, Lakehouse Family Wealth
Ben Simerly started Lakehouse Family Wealth for families who value time together, especially the kind spent at the lake (though he'll happily make room for beaches, mountain cabins, and ski slopes too). Based in Mentor, Ohio, Ben works closely with near and recent retirees, people who find themselves suddenly single through loss or divorce, and women navigating a major transition. These are moments that call for a planner who listens first and explains things plainly, without jargon or pressure.
Ben is a CERTIFIED FINANCIAL PLANNER® professional and a Registered Representative. Securities are offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Lakehouse Family Wealth is not affiliated with Cambridge.
"Financial planning is only as good as the lessons learned by the generations to come."
He believes the real measure of a plan isn't a number on a statement — it's the time it buys a family, and what that family does with it.
Chief Happiness Officer
Every good office needs a Chief Happiness Officer, and at Lakehouse Family Wealth, that's Millie. She greets everyone who walks through the door, keeps meetings from getting too serious, and has never met a belly rub she didn't approve of.
She may not know much about retirement income planning, but she's an expert in making people feel welcome — which, around here, counts for a lot.
Ben & Millie — Chief Happiness Officer