Financial Advisors
Winter Park, FL
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.
Ideal for: High-net-worth individuals and families, business owners, nonprofit organizations, retirees seeking holistic retirement and tax planning, those prioritizing fiduciary-only advice without commission conflicts
Service area: Winter Park, Florida, and throughout the United States and internationally
Fee-Only Fiduciary Model: Lakeshore Advisors operates as an independent RIA with no commissions or transactional fees, meaning advisors are compensated directly by clients and legally bound to act in their best interest.
Credentialed Leadership Team: The firm is led by CFP-certified principals with extensive backgrounds from top-tier financial institutions like Fidelity and PNC Private Bank, bringing academic rigor and practical wealth management expertise.
Comprehensive Wealth Services: Beyond investment management, the firm offers integrated financial planning, retirement strategy, tax optimization, education planning, charitable giving guidance, and corporate retirement plan services.
Address: 238 N Park Ave, Winter Park, FL 32789
Phone: (321) 464-5122
Website: lakeshore-advisors.com
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