Benjamin A. Simerly, CFP®

A lover of financial education since childhood, Ben started The Heartland Chapter of The Society for Financial Awareness in 2024.

Founder of Lakehouse Family Wealth and Allan Property Management, Ben is a big believer in financial planning, financial education, and families passing on the lessons of personal finance through the generations.

A proud Cleveland native, a CERTIFIED FINANCIAL PLANNER® professional, and Eagle Scout, Ben earned his bachelor's degree from Bowling Green State University with dual specializations in Finance and Personal Financial Planning.

In 2019, Ben moved back to Ohio from the Washington D.C. region to help families pursue their values in time spent with family into a financial reality, especially on the water…

In 2022, Ben founded Lakehouse Family Wealth, LLC., to help families across America reach their family financial dreams, and now expanding the community efforts of the firm to include free financial education through The Society for Financial Awareness.