Lighthouse Wealth Management, LLC
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About
Lighthouse Wealth Management provides fee-only financial planning and investment management to individuals (including high-net-worth clients), businesses, pensions, trusts, and charitable organizations. Services described in the brochure include comprehensive planning — tax and estate planning, retirement planning, debt management, college savings — as well as individually tailored investment management and hourly consultations.
The firm uses fundamental analysis to develop individualized investment policy statements and typically implements long-term allocations primarily through no-load mutual funds and exchange-traded funds, with discretionary account management and quarterly reviews. Lighthouse also uses more active techniques when appropriate — including short-term trading, short sales, margin transactions, and options strategies (covered, uncovered, and spreads) — indicating the use of derivatives in separately managed accounts.
Lighthouse is majority-owned (51%) by a certified public accounting firm (Brown Plus), which prepares tax returns for many clients and for which the firm allocates a portion of client fees for those tax services, creating a closer integration of investment and tax planning than is typical. The firm manages roughly $247 million, operates from five offices despite a small advisory team, and combines advisory services with an affiliated accounting practice, features that are uncommon among comparable supported firms.
Client services
Expertise
Fee options
Up to 1.00% (100 basis points), depending on size and complexity
$400 per hour for financial planning engagements, may be negotiable.
Account minimum: $1,000,000 Fee-only: Fee-only financial planning and investment management services; no commissions or contingent fees received.
Main office
210 Grandview Avenue
Camp Hill PA 17011
Advisors at this office
2
Most active in
Maryland · Pennsylvania
Also doing business as
Lighthouse Wealth Management · Lighthouse Wealth Management, Inc · Lighthouse Wealth Management, LLC
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
James A
CFP®, CFA®, Series 63
Camp Hill, PA
Lighthouse Wealth Management, LLC
James Adams III is a CFP® and CFA® credentialed financial advisor with 10 years of industry experience. He currently works at Lighthouse Wealth Management, LLC in Camp Hill, PA, where he has been employed since 2022. His prior experience includes roles at Advisory Services Network, LLC, Mighty Oak Strong America Investment Company, and operating as a sole proprietor. Lighthouse Wealth Management provides fee-only financial planning and investment management services to individuals, businesses, pensions, trusts, and charitable organizations. The firm uses fundamental analysis to develop personalized investment policy statements and manages accounts with a combination of long-term, primarily no-load mutual funds and ETFs, as well as more active trading strategies when appropriate, alongside integrated tax and accounting services through its ownership by a CPA firm.
Teancum L
CFP®
Camp Hill, PA
Lighthouse Wealth Management, LLC
Teancum Light is a CFP® professional with nine years of industry experience, currently serving at Lighthouse Wealth Management, LLC. He has prior experience at PricewaterhouseCoopers, LLp, and other firms, and also works as an adjunct professor of financial planning at the Graham School of Business at York College. Lighthouse Wealth Management provides fee-only financial planning and investment management to individuals, businesses, pensions, trusts, and charitable organizations. The firm emphasizes fundamental analysis and tailored investment strategies, combining advisory services with affiliated accounting practice to integrate investment and tax planning.
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