A complete list of active advisors currently associated with White Lighthouse Investment Management, Inc.

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

White Lighthouse serves individuals, families, small business owners, trusts, and retirement plans, including multinational families and clients with cross-border U.S. issues. The firm provides investment management, financial planning, and comprehensive wealth-management services with specialized offerings such as expatriation planning, inbound/outbound U.S. tax and estate planning, and planning for beneficiaries of foreign trusts. The firm’s investment process begins with a discovery phase to determine goals, risk tolerance, and cash needs, and results in customized, diversified portfolios that rely largely on low-cost, liquid investments (primarily ETFs and mutual funds). Advisors generally manage accounts on a discretionary basis, seek tax-efficient implementation when appropriate, and require CFP®-level or comparable experience for those making allocation decisions; the firm also reviews human-approved outputs from any AI or automated tools used for research or administration. Distinctive features include an explicit emphasis on international and cross-border planning and a business structure that includes related registered advisory entities and limited referral arrangements with other professional firms for complex engagements. The firm is fee-only, does not charge performance-based fees, and discloses that it pays limited referral fees to a small number of external advisers and a law firm for select high-net-worth clients.

To learn more about the advisors currently working at White Lighthouse Investment Management, Inc., 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.