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 Lighthouse, we are more than your advisor. We are your trusted financial partner. We listen, educate, and help you clarify your direction so you can build the vision of your future with confidence. Our commitment to our clients is evidenced by the long-term relationships we build founded on the values of trust and transparency. As fee-only fiduciary advisors, our clients’ interests and priorities always come first. Our mission is to liberate our clients from the complexity of finances so they can enjoy the journey.

Tax

Management

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.

Tax

Management

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.

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?

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

Our Pledge To Our Clients

  • Holistic in outlook.

    I will consider everything I know about your relevant circumstances, family needs, goals, values, and aspirations when making comprehensive planning recommendations.

  • Professional in conduct.

    I will strive to maintain the highest ethical standards possible in my work and life. I will enhance my skills and credentials through ongoing continuing education, and I will refer you to other professionals when you need help in an area outside my expertise.

  • Educational in nature.

    I will guide you through your options and explain them clearly to help you make the best choices. I will always take the time to help you understand my advice.

  • Independent in compensation.

    I will never sell you a product other than holistic financial planning, nor will I take a commission or a referral fee from another professional. You will receive objective, unbiased advice from me.

  • Committed to your success.

    Holistic financial planning is a process, not an event, and I commit to adjusting your plan as your life goals and circumstances change.

Lighthouse Financial Advisors, Inc. is a long-standing member of the National Association of Personal Financial Advisors and a founding member of the Alliance of Comprehensive Planners. This means we work strictly in a fee-only, fiduciary capacity. Our approach is comprehensive, client centered and we are held to the highest of standards in the financial services industry.

Ready to Start Your Financial Journey?