LIGHTHOUSE FINANCIAL & CONSULTING SERVICES, LLC

Overview

Lighthouse Financial & Consulting Services, LLC is an independently owned RIA organized as an LLC that serves individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers — and it also operates as an insurance broker. Its fee arrangements include percentage-of-AUM billing, fixed fees, and commission-based products, and the firm describes itself as a capital allocator that will place client capital with third‑party managers when appropriate. Lighthouse is not positioned as an ESG-focused or pension-consulting adviser.

Assets & Accounts

Investments & Alternatives