A complete list of active advisors currently associated with Lightpath Wealth & Tax Advisors

Warmer can help you find a great advisor at Lightpath Wealth & Tax Advisors or one who fits your needs even better.

Lightpath Wealth & Tax Advisors provides financial planning and consulting and serves as an introducer and coordinator for externally managed portfolios rather than providing in‑house discretionary portfolio management. The firm also offers tax preparation services through an employed CPA and operates as a licensed insurance agency, with affiliated persons able to sell insurance products in addition to advisory services. Rather than selecting individual securities, Lightpath focuses on selecting and monitoring sub‑advisers and model portfolios (including facilitating account setup with custodians and working with a named third‑party manager to execute trades). While it participates in the common AUM billing structure through sub‑adviser relationships, the firm also offers hourly planning fees ($100–$300) and fixed planning engagements (up to $10,000), and it does not accept performance‑based fees. What distinguishes Lightpath from many peers is its combination of roles: it acts primarily as a selector and monitor of other advisers, maintains an affiliated insurance brokerage (with licensed staff eligible to earn commissions and licensed personnel spending under 10% of professional time on insurance activities), and provides in‑house tax preparation — features that are statistically uncommon for firms in this investment manager category. The firm’s brochure also reports that it had no assets under discretionary management and that portfolio trading authority resides with the third‑party manager rather than Lightpath itself.

To learn more about the advisors currently working at Lightpath Wealth & Tax Advisors, 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.