A complete list of active advisors currently associated with Lighthouse Retirement

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

Lighthouse Retirement provides discretionary investment supervisory services to individuals — including high-net-worth clients — as well as charitable organizations, foundations, and small businesses. The firm operates as a small, single-advisor RIA serving roughly 182 client accounts with about $285 million in assets under management. The firm typically establishes an Investment Policy Statement for each client and manages separately managed accounts using a concentrated-portfolio approach that can include a limited number of holdings. Strategies may employ derivatives and leverage — including options, margin, and leveraged or inverse ETFs — and the firm also uses third‑party model managers and platform capabilities (e.g., Envestnet and Schwab subadvisor programs) as part of its implementation toolkit. Distinctive features include a high level of assets relative to its single‑advisor staffing, reflecting a boutique operator with substantial AUM per advisor. Operationally, Lighthouse combines active use of derivatives and margin in client accounts with platform-based manager selection and an integrated client portal (Gemini Private Client Performance Portal and Vault), a mix that is less common among similarly sized supported RIAs.

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