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, Inc. is a small independent advisory firm managing about $9.6 million for 24 clients, providing ongoing portfolio management, financial planning, and consulting for pension and profit-sharing plans. It serves individuals and high-net-worth clients as well as retirement plan sponsors, producing individualized Investment Policy Statements and quarterly account reviews. The firm operates on a primarily non-discretionary basis, documenting client goals, time horizon, and risk tolerance while leaving trade authority with clients and delivering recommendations and reporting. LASI employs a mix of analytic methods (fundamental, technical/charting, cyclical and modern portfolio theory) and uses strategies ranging from long‑term investing to short‑term trading, options, margin and short sales where appropriate. Notable distinctions include a formal pension consulting practice for 401(k)-type plans and an education program focused on participant enrollment, ERISA 404(c) compliance, and a Financial Wellness Series of workshops offered without additional fee. The combination of primarily non-discretionary assets under management, explicit pension consulting, and regular plan-focused seminars is uncommon among similarly sized independent advisers.

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.