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

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

Lighthouse Financial serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides discretionary wealth management, written financial plans or ad hoc financial consulting, and retirement‑plan advisory services, including acting in a 3(21) fiduciary capacity for plan sponsors. The firm typically pursues a long‑term, customized asset allocation and constructs portfolios using ETFs, diversified mutual funds and individual equities, with the ability to incorporate covered options and investment‑grade fixed income when appropriate. Lighthouse Financial applies both fundamental and technical analysis, conducts ongoing portfolio oversight, and may retain legacy positions for tax or strategic reasons while offering implementation and consulting on broader financial planning topics. Noteworthy aspects include a small, two‑advisor team managing approximately $99.3 million across about 116 clients, which results in relatively high assets per advisor and per client compared with many peers. The firm combines retail wealth management with ERISA retirement plan work (IPS development, vendor analysis, participant education) and discloses that a principal is also a licensed insurance professional who earns commissions (about 10% of his time), a practice the firm identifies as a potential conflict of interest; the advisor also maintains an institutional custodial relationship that provides technology and other benefits.

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