Your Vision.

Our Expertise.

We want to liberate you from the complexity of finances so you can enjoy the journey.

The Lighthouse Difference

Expect MORE From Your Advisor

At LFA, we help you align your wealth with your purpose – so every financial decision supports the life you want to lead. We believe true freedom comes from clarity, and our mission is to liberate you from the complexity of finances so you can fully enjoy the journey ahead. As a fee-only fiduciary firm, we offer fully integrated financial planning and tax preparation under one roof, ensuring your strategy is not only personalized but tax-smart and cohesive. We build lasting partnerships rooted in trust, transparency, and proactive guidance – giving you the clarity and confidence to navigate life’s complexity and pursue your vision with intention.

Tax Management and Preparation

As your tax planner and preparer, we ensure that any tax implications are considered in all decisions concerning your financial life and in turn create a seamless process when it’s time to file your return.  Read our Tax Alpha for more information.

Strategic

Investing

We develop an investment strategy aligned to your unique goals. We listen to you to ensure it lies within your specific tolerance for risk. Once agreed upon, we implement it in the most tax efficient way.

Comprehensive

Planning

Our holistic approach to financial planning goes beyond the traditional.  We help you take inventory of your goals, assess their financial implications, and implement a plan tailored to you. Our services are proactive and ongoing.

How Are We Different?

KEY        ALWAYS √√√        SOMETIMES √√        RARELY √      

CATEGORYLFANON FEE ONLY PLANNERSCPA TAX ACCOUNTANTSINSURANCE AGENTSBROKERS
Portfolio Analysis/ Net Worth√√√√√√√√
Record Keeping & Spending Plan√√√
Mortgage Review/ Refinance Analysis√√√
Debt Management, Reduction and Leverage√√√
Education Planning√√√√√√√√√√
Financial Independence Planning
Retirement Analysis
√√√√√
Estate Planning√√√√√
Rollovers, Pension Plans, Annuities√√√√√√√√√√√
Goal Setting√√√√√
Investment Implementation√√√√√√
Life Insurance Analysis/ Other Insurances (Home, Auto, etc)√√√√√√√√√
Tax Planning/Tax Projection√√√
Tax Preparation√√√√√√
Review Employee Benefits√√√
Unlimited Advice√√√
Coaching: Financial/Life/Small Business/ Entrepreneurial Development√√√

How Are We Different?

KEY        ALWAYS √√√        SOMETIMES √√        RARELY √      

What This Means For You

  • Fully fiduciary, always – no product sales, no commissions
  • One flat annual fee – no hidden costs
  • Holistic support across every aspect of your financial life
  • Proactive tax strategy, integrated every step of the way
  • A clear, personalized process to help you move forward with confidence

Why Our Clients Choose Us

We liberate you from the day-to-day management of your finances. We help you stay focused and on course.

Ready to Start Your Financial Journey?

Contact

Lighthouse Financial Advisors

3 Harding Rd Suite B
Red Bank, NJ 07701

P: 732.747.6697
F: 800.886.0302
info@lfadvisors.com

Contact Us

Disclosures

Client Relationship Summary – Form CRS
Firm Brochure – Form ADV 2A

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