Navigating Wealth, Creating Freedom.

Expert Guidance for Diverse Financial Goals

We provide a thoughtful and meticulous process to wealth creation and preservation. Our disciplined and hardworking team is dedicated to helping you achieve financial freedom. We are an Independent Registered Investment Advisor (RIA) and have a Fiduciary responsibility to act in your best interest.
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Our Personalized Approach to Financial Freedom

At Lakeshore Advisors we believe in providing transparent, customized solutions to achieve our clients’ financial goals. After understanding and quantifying your goals and evaluating your tolerance for various types of risk, we will develop, implement, and monitor your personalized financial solutions.

Our Services

Building Wealth Through Thoughtful and Meticulous Strategies

Our services are designed to help you create and preserve wealth. With our disciplined and tailored approach, we aim to provide you with the peace of mind you deserve.

Comprehensive Financial Planning

Lakeshore Advisor’s tailored approach to financial planning is built around transparency and personalization. We leverage time-tested fundamentals and state-of-the-art technology to deliver personalized, cost-effective strategies to meet your specific financial goals and timeline. From retirement planning, tax advisement and education planning to detailed insurance reviews, we evaluate your complete financial picture.

Investment Management Solutions

Lakeshore Advisors takes a personal, academic approach to investing to maximize the probability that your future financial goals will be met. Our process is rigorous, repeatable, transparent, and executed to match your objectives.

Retirement Planning and Wealth Preservation

At Lakeshore Advisors, we assist you in planning for a secure and comfortable retirement, ensuring the preservation of your wealth for the duration of your retirement, all while managing your tax liability.

Charitable Giving as a Service

The best charitable gifts do the most good for the most people. We guide individuals, families, and businesses in giving to the organizations and causes they care for with the most tax efficient strategies.
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Expertise

Meet Our Team

Our experienced and credentialed team is committed to expanding your financial freedom to your success.

Coleman DeWitt

Principal

Coleman, a Principal at Lakeshore Advisors, brings extensive experience in investing and financial planning from top tier firms including Fidelity and Pathstone. A CERTIFIED FINANCIAL PLANNER™ and North Carolina State University accounting graduate, he is passionate about finance and education. Now based in Orlando, Florida, Coleman focuses on community involvement and promoting financial literacy among youth.
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Richard Butcher

Principal

Richard, a Principal at Lakeshore Advisors and Managing Partner at Lullwater Partners, has deep experience in investing and finance. He holds a Master’s in Finance and has been involved in significant private equity and corporate finance deals. Passionate about family, investing, and music, he lives in Fort Lauderdale, Florida, actively engaging in his community.
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Thomas Bengtson

SENIOR WEALTH ADVISOR

Thomas is a Senior Wealth Advisor at Lakeshore Advisors who helps clients build long-term plans by understanding their goals. He began at PNC Private Bank serving high-net-worth families. A Georgia Tech finance graduate, he is a CFP® and CEPA®. He enjoys sports, the outdoors, and time with his wife and their golden retriever, Max.
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Meredith DeWitt

DIRECTOR OF MARKETING

Meredith oversees the operations that support Lakeshore Advisors’ daily success. Formerly Director of Operations at Kardinia Interior Design, she led strategic initiatives and improved systems to enhance client experiences. A University of North Florida marketing graduate, she now drives the firm’s brand development. A Florida native, Meredith lives in Orlando with her husband, Coleman, and is active in their community and church.
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Kristyn Fultz

OPERATIONS DIRECTOR

Kristyn is Director of Operations with over five years of experience in the investment and wealth management industry, supporting clients and their families through account services, money movement, and daily operational needs. She focuses on building efficient, scalable processes while maintaining a hands-on approach to client service, drawing on more than 20 years of customer service experience that shapes her leadership and commitment to excellence.
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FAQs

Why do I need Lakeshore Advisors?

Our purpose is to work as a Fiduciary partner to help you successfully achieve your goals. We use our experience and academic driven research to assist you in identifying and prioritizing your goals, creating a clear and concise plan to maximize your success.

How do I get started?
Please visit our contact us page and reach out via email or a phone call. We will schedule a time to get together for an introductory meeting.
What kind of clients do you work with?
We work with individuals, families, business owners, nonprofits, endowments, and corporations. We focus on financial planning, investment selection, retirement planning, cash management and company sponsored retirement plans.
Do you only work with clients in Florida?
Lakeshore Advisors works with clients throughout the United States and internationally.
What does it mean to be fee only advisors?

We don’t charge any transactional fees or commissions for any of our services. We only receive compensation directly from our clients. We believe that a flat management fee aligns our interests with our clients.

Do you have account minimums?
We truly believe it is not where you start, it’s where you finish. If we can add value to your financial situation and align with your goals and values, we would appreciate the opportunity to partner together.