LIGHTHOUSE FINANCIAL, LLC

Overview

Lighthouse Financial, LLC is an independent registered investment advisor that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges fees as a percentage of assets under management and also offers hourly and fixed-fee engagements, which supports both ongoing wealth-management relationships and project-based planning work. Investment activity is tilted toward public equities as the largest allocation, with a notable use of mutual funds and third‑party alternative managers for hedge fund and real estate exposure. Lighthouse Financial is not positioned as a capital allocator running proprietary funds; instead it sources external managers and implements portfolios held at a single custodian. The firm does not classify itself as an active ESG investor and operates from one office, focusing on a concentrated client base rather than a broad multis tate footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices