Brea, CA E. Birch Street Office

Lighthouse Financial Services serves individual and high‑net‑worth clients as well as pension and other institutional accounts, offering discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm charges percentage‑of‑AUM investment fees and also provides an Annual Financial Guidance service for clients below its investment minimum.

The firm’s investment process combines a top‑down macroeconomic view with bottom‑up security selection and places notable emphasis on asset allocation across a wide set of model strategies. Its brochure documents detailed model strategy descriptions and historical asset‑class allocation targets (for approaches such as Dividend Growth, Growth, and multiple fixed‑income strategies) that guide portfolio construction.

Distinctive aspects include a multi‑office advisory platform and a program of free educational seminars and workshops for clients and prospects, together with in‑house tax preparation and pension consulting that extend beyond typical portfolio management. The brochure also discloses that the firm provides advice on non‑securities matters (for example, insurance), reports Assets Under Advisement equal to its AUM, and outlines related referral and conflict disclosures.