A complete list of active advisors currently associated with Lightedway Advisory Services, Inc.

Warmer can help you find a great advisor at Lightedway Advisory Services, Inc. or one who fits your needs even better.

LightedWay Advisory Services, Inc. provides discretionary portfolio management and pension consulting to individuals and high‑net‑worth clients, and also accepts charitable organization clients and employer retirement plans (including 401(k) plans). The firm prepares an Investment Policy Statement for each client and offers ongoing monitoring and custodial reporting, with no stated account minimums. The adviser’s approach blends long‑term trading and model portfolio allocations, using methods such as charting, fundamental, quantitative, technical analysis and modern portfolio theory, and focuses on mutual funds, ETFs, equities and fixed income. Accounts are managed on a discretionary basis, reviewed at least monthly, and custodied through Charles Schwab Institutional with integrated fee billing and client statements. Compared with peers, the firm is notable for a high client load for a solo adviser—267 clients with roughly $115 million in discretionary AUM—which is uncommon among independent single‑advisor firms and suggests reliance on model allocations and custodian technology to scale service. The brochure also discloses that the principal is a licensed insurance agent who may offer commissionable insurance products and that the firm provides pension‑plan consulting and services to charitable organizations, each of which the firm identifies as potential conflicts it addresses through fiduciary policies and its code of ethics.

To learn more about the advisors currently working at Lightedway Advisory Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.