Lewis Walterhouse III,
CFP®, AIF® Financial Advisor Accredited Investment Fiduciary®Lewis Walterhouse III is a Certified Financial Planner® professional who graduated from Western Michigan University with a degree in financial planning. Originally from Fenton, Michigan, Lewis now resides in Royal Oak, where he focuses on helping individuals and families achieve financial confidence through personalized strategies.
With a deep understanding of comprehensive financial planning, Lewis specializes in areas such as retirement planning, investment management, tax-efficient strategies, and risk management. His goal is to simplify complex financial concepts and provide clear, actionable guidance tailored to each client’s custom goals and circumstances.
Lewis is passionate about building long-term relationships based on trust, transparency, and education. He believes financial planning is about creating a structured approach that helps clients make informed decisions and stay on track toward their objectives.
Outside of work, Lewis values time with his close-knit family and enjoys staying active. He loves exploring new food spots, traveling to new destinations, and experiencing stand-up comedy shows, combining his appreciation for culture and entertainment with his adventurous spirit.
