A complete list of active advisors currently associated with Lighthouse Capital, LLC

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

Lighthouse Capital serves individuals, families, and corporations, providing discretionary and non‑discretionary investment management, financial planning, and Qualified Retirement Plan (QRP) fiduciary consulting for 401(k) plans. The firm reports no account minimum and constructs portfolios using publicly traded stocks, bonds, mutual funds/ETFs and cash. The firm follows a research‑centric, long‑only investment approach, using model allocations labeled Aggressive Growth, Growth, and Balanced as guides while selecting individual securities with sources such as Morningstar Workstation, Thomson Reuters, and the Wall Street Journal. Many accounts are managed on a discretionary basis and are reviewed at least quarterly to assess risk tolerance and rebalance toward target allocations. Notable differences from many peers include an affiliation with an external law firm — the firm’s principal practices as an attorney of‑counsel and also offers legal and insurance products outside the advisory business, devoting roughly 12 hours per month to those activities, a relationship disclosed as a potential conflict of interest. The firm also does not identify high‑net‑worth individuals among its client types and combines individual portfolio management with a material focus on corporate QRP fiduciary consulting.

To learn more about the advisors currently working at Lighthouse Capital, LLC, 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.