Lakeshore Wealth Advisors LLC, doing business as Lakeshore Advisors, is a registered investment adviser located in Winter Park, Florida. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Information on this site is not investment, legal, or tax advice; it is general and educational in nature and is not personalized advice. Tax and legal matters are coordinated with each client’s CPA and attorney. Advisory services are offered only to clients or prospective clients where Lakeshore Advisors and its representatives are properly licensed or exempt from licensure. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. © 2026 Lakeshore Advisors. All rights reserved.
