How We Work
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
A true fiduciary is someone who takes the time to understand your unique circumstances before recommending what is in your best interest.
With many years of experience behind us, we understand the challenges individuals face today.
From managing the day-to-day, to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
At Lighthouse FPA we strive to challenge the industry of financial planning to be more personalized and empathetic in how recommendations are made. Always for the purpose of building earned trust and long term loyal relationships with clients.
