Lakeshore Wealth Advisors, LLC is an SEC-registered investment advisory firm based in Chicago, Illinois. Founded on the principle of providing objective and client-centric financial guidance, the company operates as a fee-only firm, meaning its revenue comes directly from clients rather than from commissions on product sales. Their mission is to help clients achieve their financial goals through a holistic wealth management process that integrates investment management, financial planning, retirement planning, and estate planning. They serve individuals, families, and trusts, focusing on building long-term, personalized financial strategies.

Founded in

United States