Committed to Working in Your Best Interest
Lighthouse Financial Management, LLC is an independent, "fee-only" financial planning firm located in Westerly, Rhode Island.
As a fiduciary, we are committed to placing your interest above ours as we guide you through the uncertainties in your financial life. At Lighthouse, we focus on providing sensible long-term financial advice. We do not sell any products or earn commissions.
We service families, businesses, working professionals, and retirees in Rhode Island, Connecticut, and across the country.
Guiding Individuals and Families
in building, preserving, and transferring wealth.

A Unique Approach
Our emphasis on income tax planning and preparation gives us a unique insight into the interaction of tax on retirement income needs and other financial goals.

Planning That's Matched to Your Needs
Our focus on the client relationship gives us deep insight into your preferences, goals, beliefs, and needs, allowing us to tailor the financial planning process to fit your lifestyle.

An Emphasis on Value
From our investment approach to the preparation of your individual tax return at no extra cost, our services are designed to build wealth so you can achieve your financial goals.

An Experienced Team
Every client is serviced by a team with several years in the industry that includes tax, retirement and investment planning professionals.
The Facts About Income Tax
Learn MoreIt Was the Best of Times, It Was the Worst of Times
Learn More5 Smart Investing Principals
Learn MoreUSEFUL INFORMATION
RETIREMENT
Steps to consider whether you are thinking of retiring early and need to know how much retirement income you will need.
INVESTMENT
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
ESTATE
Manage personal affairs while you're alive, and control the distribution of wealth upon your death.
INSURANCE
Understanding the amount and types of insurance you require should be the result of sound analysis with your financial objectives in mind.
TAX
Understanding tax strategies and managing your tax bill should be part of any sound financial approach.
BEHAVIORAL FINANCE
Gain new insights from experts on how financial matters influence behavior or how behavioral factors influence the financial markets.