Lakeshore Advisors

Lakeshore Advisors is a financial planner in Orlando, Florida, serving individuals, families, business owners, nonprofits, and corporations with personalized financial guidance. The firm specializes in comprehensive financial planning, investment management, retirement planning and wealth preservation, tax advisement, education planning, insurance reviews, and charitable giving strategies. As an Independent Registered Investment Advisor (RIA) with a fiduciary responsibility, Lakeshore Advisors emphasizes transparency, disciplined strategy, and long-term relationship building. The firm operates with a meticulous, academically grounded approach, focusing on helping clients achieve financial freedom through tailored solutions. With a 5.00 rating and a strong reputation for client trust and integrity, it is recognized for its proactive, diligent, and client-centered service.

The firm’s approach is rooted in a commitment to transparency and personalized planning, using time-tested principles and modern technology to address each client’s unique goals and risk tolerance. The team, led by Principal Coleman DeWitt, takes a rigorous, repeatable process to investment management and financial strategy, ensuring that all decisions are aligned with the client’s objectives. Lakeshore Advisors emphasizes risk management across key areas such as principal preservation, longevity, purchasing power, and market volatility. The firm prioritizes open communication and long-term partnerships, aiming to guide clients through multiple market cycles and generations.

Located at 238 N Park Avenue in Winter Park, Florida, the firm is situated within a residential and professional corridor known for its proximity to cultural and civic institutions, though specific nearby landmarks are not listed in the available data. The office is part of a well-established neighborhood in central Orlando, reflecting the firm’s deep roots in the local financial services community.

Lakeshore Advisors stands out for its fiduciary commitment, disciplined methodology, and focus on long-term financial clarity. Clients benefit from a transparent, customized approach that integrates retirement planning, tax efficiency, and charitable giving into a cohesive financial strategy. With a perfect 5.00 rating, the firm is known for reliability, integrity, and consistent client outcomes.

In Orlando, Lakeshore Advisors is a trusted partner for those seeking lasting financial security through personalized, principled guidance.

Services:

• Charitable Giving Strategies
• Comprehensive Financial Planning
• Investment Management Solutions
• Retirement Planning and Wealth Preservation