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

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

Lighthouse Advisory Services provides portfolio management, financial planning, pension consulting and participant education to individuals, high‑net‑worth clients and pension/profit‑sharing plans. The firm also conducts periodic educational seminars and workshops—predominantly for group 401(k) plans—at no additional charge. The firm prepares written Investment Policy Statements tailored to each client’s goals, time horizon and risk tolerance and reports that its assets under management are managed on a non‑discretionary basis. Its methods of analysis include charting, cyclical and fundamental analysis, modern portfolio theory and technical analysis, and it may implement strategies ranging from long‑term holdings to short sales, margin and options. Compared with many solo independent advisers, Lighthouse combines pension consulting and participant education (including ERISA 404(c) support and enrollment/education meetings) with individualized planning and non‑discretionary portfolio oversight, an arrangement that is uncommon for firms of this size. Clients should be aware that the firm generally does not exercise investment discretion and that some recommended strategies involve higher levels of risk.

To learn more about the advisors currently working at Lighthouse 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.