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

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

Red Lighthouse Investment Management serves individual investors (including high‑net‑worth clients) as well as corporations, foundations, endowments, pension and profit‑sharing plans, and trusts and estates, offering discretionary portfolio management and related investment advisory services. The firm provides customized, structured portfolio management with ongoing rebalancing and educational guidance on retirement plan rollovers. The firm follows an asset‑allocation driven, passive approach grounded in Modern Portfolio Theory, emphasizing broadly diversified, tax‑efficient portfolios implemented primarily with index funds and funds from Dimensional Fund Advisors, and it favors global diversification over market timing or individual security selection. Portfolios are constructed to match clients’ risk tolerances and objectives and are generally managed on a discretionary basis with periodic reviews. Notably, the firm operates with a single registered advisor while managing roughly $612 million in client assets, an unusually high AUM per advisor for a firm in the team category. It is fee‑only, discloses that a founder recently retired but remains a minority owner, and reports that the principal serves as trustee for one client account — a custody arrangement that requires an independent surprise examination.

To learn more about the advisors currently working at Red Lighthouse Investment 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.