Lighthouse Financial Management provides a disciplined, academically based investment experience tailored to each client's needs. Offering an advisor relationship built on personal trust and superior client service.  In an industry known for its focus on self-interest, we operate in a conflict free environment as an independent firm that puts our clients' interests ahead of our own. Lighthouse Financial Management serves as a fee-only registered investment advisor to individuals, families, and small businesses.

We are committed to bringing a full range of solutions--not just investments-- to the financial lives of our clients.

We provide total care services:

  • We help you asses the level of risk appropriate for your objectives and financial condition.
  • We build and maintain your portfolio using passively managed investment vehicles.
  • We maintain consistent contact with our clients to keep their investments in line with life events.
  • We maintain the discipline that is essential to successful investing.



Lighthouse Financial Management, LLC
Firm Profile
Professional Memberships
(National Association of Personal Financial Advisors) NAPFA - Registered Advisor
Financial Planning Association
American Institute of CPA's
National Association of Personal Financial Advisors