Google Reviews

My family recently experienced one of those events you hope never happens — a sudden phone call. I've had a hard time putting into words how thankful I was for Ben and Lakehouse Family Wealth this spring.

Ben has exceeded my expectations of a financial advisor. He has been thorough, guided me through the process, and explained everything in an easy to understand manner. I look forward to a seamless transition into my retirement.

He has already given me so much comfort, confidence and insight regarding my finances. I was anxious and worried looking for help, and I don't think I could've found it any better than I have at Lakehouse Family Wealth.

I was lucky enough to be referred to him at a really tough time. I lost my job of over 15 years during Covid, on disability and just a few years before I'd be allowed to retire.

Simply put, Ben is brilliant. He knows the industry inside and out, and he knows how uncomfortable the subject of money can be — yet he still manages to make it feel easy.

Flexible scheduling, crystal-clear explanations, and I trusted him instantly. He and his team have my back, and I'm sleeping better knowing I'm in good hands.