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

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

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.

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