History

Established in 1999, Lighthouse is owned and guided by Stephen C. Poplaski whose background has produced a well-managed firm that continues to expand its offerings of expertly designed client services.  After a two-decade career as the owner/operator of a traditional public accounting firm specializing in management consulting, accounting, income tax compliance, and planning for businesses and individuals, Stephen’s growing client base requested more formal advice and assistance in building, preserving and transferring wealth.  Seeking a better way to meet their specific needs, Stephen expanded his practice offerings to include financial planning and financial management services with the creation of LFM.

Firm Profile

Lighthouse Financial Management provides a disciplined, academically based investment experience tailored to each client’s willingness, ability, and need to accept market risk.  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’ interest ahead of our own.  Lighthouse Financial Management serves as a fee-only registered investment advisor to individuals and families.

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 assess 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 help you maintain the discipline that is essential to successful investing.

Values

LFM’s management approach is comprehensive and centers on our client relationships.  We align our resources to your financial needs with a culture rooted in the principles of:

• Giving clients what they really need—from the personal to the professional—and not merely what they want. 
• Taking a greater degree of control and responsibility for the client’s success and happiness.
• Superior, progressive, collaborative service as the linchpin in a solid client relationship versus “investment performance.” 
• An unrelenting pursuit of excellence in everything we do.
• Recognizing knowledge, talent, and experience as our most valuable assets.