Lakeshore Financial Planning Inc.
SEC RegisteredThoughtful service and tailored strategies, with your needs at the center
About the firm
Lakeshore Financial Planning offers decades of collective experience dedicated to crafting innovative, thoughtful financial strategies for clients. The firm provides the breadth of resources and capabilities of a large corporation while delivering the tailored, attentive service of a small firm. It offers independent guidance with clients' financial needs and preferences at the center of everything it does.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment management, including hand-picking investments consistent with clients' risk tolerance, thorough research, persistent portfolio management, and ongoing financial guidance.
Who they serve
Individuals and families seeking tailored financial strategies aligned with their lifestyle, goals, and values
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 346 | $130M |
| High Net Worth Individuals | 145 | $339M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lakeshore Financial Planning Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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