Lighthouse Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$215,369,603
Clients
373
Advisors
5
of 5 employees
About
Lighthouse Wealth Management provides investment advisory and financial planning to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $237.6 million for about 373 clients and operates with a five-advisor team offering discretionary portfolio management, financial planning, and 401(k) consulting services.
Advisory work is individualized through a written investment policy and implemented primarily with mutual funds, ETFs, and other marketable securities, with accounts typically managed on a discretionary basis and reviewed at least quarterly. The firm uses both fundamental and technical analysis, addresses cash management and tax considerations, and requires accounts to be custodied at Charles Schwab.
What is distinctive is that the firm also operates as an accounting practice with licensed CPAs among its principals and provides tax planning and tax return preparation for clients, a combination that is uncommon among peer teams. It is also a licensed insurance agency that offers primarily term life policies and annuities (insurance sales are described as a minimal business and commissions are retained by the firm), and it provides 401(k) consulting as a 3(21) fiduciary including participant education, which together create an integrated advisory, tax, and insurance offering not typical for similar firms.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.75% annually $2,000,000 - $4,000,000: 0.50% annually $4,000,000+: 0.30% annually
Up to $400 per hour for financial planning for non-investment clients
Account minimum: $250,000
Main office
1078 Commerce Parkway
Ashland OH 44805
Advisors at this office
5
Most active in
Florida · North Carolina · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Timothy R
Series 65
Ashland, OH
Lighthouse Wealth Management, Inc.
Timothy Rowsey is a financial advisor at Lighthouse Wealth Management, Inc. in Ashland, OH, holding a Series 65 designation with 26 years of industry experience. He has been with Lighthouse Wealth Management since 2011 as part of a five-advisor team. Lighthouse Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and 401(k) consulting, combining investment advisory services with tax planning and preparation through licensed CPAs, as well as a licensed insurance agency, creating an integrated approach not typical of similar firms.
Christopher B
CFP®, Series 65
Ashland, OH
Lighthouse Wealth Management, Inc.
Christopher Bevington is a CFP® and holds a Series 65 license, with 16 years of industry experience. He has worked at Lighthouse Wealth Management, Inc. since 2018 and previously spent 20 years at Whitcomb & Hess, Inc. Lighthouse Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, providing discretionary portfolio management, financial planning, and 401(k) consulting. The firm’s approach integrates accounting and tax planning services alongside investment management tailored to client objectives and risk tolerance.
Katherine B
Series 65
Ashland, OH
Lighthouse Wealth Management, Inc.
Katherine Brown is a financial advisor at Lighthouse Wealth Management, Inc. with five years of industry experience. She holds a Series 65 designation. Outside of her advisory role, she has been involved with Southview Grace Brethren Church for seven years and worked at Genesis Christian Academy for four years. Lighthouse Wealth Management serves individuals, pension plans, charitable organizations, and corporations, managing approximately $237.6 million for around 373 clients. The firm combines investment advisory, financial planning, tax services through licensed CPAs, and limited insurance offerings, providing integrated financial solutions delivered by a five-advisor team.
Aaron R
Series 65
Ashland, OH
Lighthouse Wealth Management, Inc.
Aaron Rowsey is a financial advisor at Lighthouse Wealth Management, Inc. in Ashland, OH, with 8 years of industry experience. He holds a Series 65 credential and has been with the firm since 2013. Lighthouse Wealth Management offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines discretionary portfolio management with tax planning, accounting, and 401(k) consulting, operating with a five-advisor team and managing approximately $237.6 million across 373 clients.
Gregory E
CFP®, Series 66
Ashland, OH
Lighthouse Wealth Management, Inc.
Gregory Emmons is a CFP® with 14 years of industry experience, currently serving at Lighthouse Wealth Management, Inc. in Ashland, OH. He has worked with the firm since 2015 and previously spent five years at Axa Advisors, LLC. Lighthouse Wealth Management serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and corporations. The firm combines investment advisory, financial planning, tax planning through licensed CPAs, and insurance services, managing approximately $237.6 million across about 373 clients.
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