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We know we aren’t the right fit for everyone. To help you discover your perfect fit, we’ve crafted a guide to assist you. It’s an important decision – we’re here to help.
A letter from our founder.
When I was nine years old my father died of cancer. Every morning over the months leading up to his death I brought him his meds and sat on his bed. We would talk about school, weather, life, sports, where he was going and that he would watch over us (He had tremendous faith). The one thing that stood out to me as a young boy was that he said, “take care of my wife.” He didn’t say take care of mom. At the time I didn’t understand, but as I reflected I realized she was so much more to him. He was dying and he wanted the love of his life and the mother of his three children taken care of and I was the only person in the world he trusted more than my mom. Some people would say it must be tough having a defining moment at nine, but I have tried to make it a cornerstone of my life.
Thanks to my dad, I always try to remember to look deeper. At Lighthouse Financial Advisors, Inc, we are entrusted with so much more than managing clients’ assets and taxes. We are entrusted with taking care of Wives, Husbands, Partners, Moms, Dads, Grandparents, Sisters, Brothers, Daughters, Sons, Families and Friends. Yes, it’s important to have a strategic investment philosophy and provide cutting edge tax management, but to us it’s so much more. We want to liberate you from the complexity of finances so you can live prosperously and enjoy the journey. My Dad didn’t make it to that fictitious end date “retirement,” but I know he enjoyed the journey.
During my early career I became aware of all the flaws, conflicts of interest, and overall lack of integrated wealth management. The safe, caring place I envisioned, did not exist. So I set about acquiring the expertise and building a firm that addressed these issues. Our firm’s goal is to deliver the highest quality comprehensive and objective wealth management service. We provide a breadth and level of service that is generally unavailable at traditional investment and wealth management firms. With our strategic investment philosophy, cutting edge tax management and compliance, access to innovative planning solutions, and coordination with other service providers, we are able to help you achieve your unique objectives and wishes.
My career is dedicated to helping you by delivering the highest quality tax advise, investment management, financial planning and coaching. I’m satisfied that Lighthouse Financial Advisors, Inc. is far more than a wealth management firm. We are a trusted partner, listening to you and taking care of all the complex financial and tax decisions you will encounter during your journey.
Every day we strive to deliver excellence and outstanding customer service because we never forget our clients are real people with hopes, dreams, desires and fears. It is my hope that you get to experience our passion, caring, professionalism and dedication to helping you on your unique journey.
ROBERT B. WALSH JR.