Lakeshore Advisors

Lakeshore Advisors is a financial planner in Orlando, FL, located at 238 N Park Ave. The firm operates as a fiduciary and fee-only advisor, meaning it does not charge transactional fees or commissions but receives compensation directly from clients through a flat management fee that aligns interests with client success. The experienced and credentialed team serves individuals, families, business owners, nonprofits, and corporations in strategic financial areas. Services include comprehensive financial planning, investment management solutions, retirement planning, wealth preservation, tax advisement, education planning, detailed insurance reviews, and charitable giving strategies. The approach leverages academic-driven research and state-of-the-art technology to identify and prioritize goals, evaluate risk tolerance, and develop, implement, and monitor personalized financial solutions.

The team includes Coleman, who graduated from North Carolina State University with a Bachelor of Science in Accounting with a concentration in Financial Analysis, holds a Series 66 license, and is a CERTIFIED FINANCIAL PLANNER™. Born in Central Florida and raised overseas in Hungary, Singapore, and Australia, Coleman resides in Orlando with his wife and serves on an economic activity committee while providing financial education to high school students and adults. Richard graduated from the University of Florida with a Master of Science in Finance and Stetson University with double majors in Finance and Economics. He resides in Fort Lauderdale with his wife and has passions in family, investing, and music.

Thomas graduated summa cum laude from the Georgia Institute of Technology with a Bachelor of Science in Business Administration with a concentration in Finance. He is a CERTIFIED FINANCIAL PLANNER™ and holds the Certified Exit Planning Advisor designation, which helps business owners understand, prepare for, and transition their businesses through succession and exit planning. Prior to joining Lakeshore Advisors, Thomas worked at PNC Private Bank as a Relationship Strategist, managing client relationships and coordinating with multidisciplinary teams to deliver comprehensive planning, investment management, and family office level services. Born in Concord, New Hampshire, he moved to Central Florida in 2019 and relocated to Charlotte, North Carolina, in 2026.

Lakeshore Advisors holds a 5.00 rating based on customer reviews. The firm is known for its meticulous and disciplined approach to wealth creation and preservation, using money as a tool toward greater freedom and providing the peace of mind clients deserve through transparent, customized solutions.

By combining a fiduciary commitment with personalized planning and expert team credentials, Lakeshore Advisors provides clear paths to financial clarity for clients in Orlando and beyond.

Lakeshore Advisors earned a 100 out of 100 on the Schema and Structure score from BizScoreAI. This means the website carries structured data and clear headings, which AI assistants and search engines use to understand exactly what the business is and what it offers. The firm also received a 91 out of 100 on the Performance score from BizScoreAI. This measures how quickly the website loads, which keeps visitors on the page and is one of the factors search engines use in ranking.

Services:

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