Lakeshore Advisors

Lakeshore Advisors is an independent registered investment advisor (RIA) based in Winter Park, Florida, serving individuals, families, business owners, and nonprofits across the U.S. and internationally. The firm provides comprehensive financial planning, investment management, retirement planning, tax advisement, education planning, insurance reviews, charitable giving strategies, and cash management services. Led by CFP-certified principals with experience from top-tier firms like Fidelity and PNC Private Bank, Lakeshore Advisors operates on a fee-only basis with fiduciary responsibility, ensuring their interests are aligned with clients' goals rather than transaction commissions.