LIGHTHOUSE RETIREMENT

Overview

Lighthouse Retirement is an independent registered investment adviser formed as a corporation and registered with the SEC in 2021. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small business owners. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements, allowing the firm to serve both ongoing investment mandates and project-based planning work. Investment positioning is equity-first: the firm favors exchange-traded equities for core exposure, using listed stocks and ETFs as the primary portfolio building blocks. Lighthouse Retirement does not report active ESG investing as a core practice. It describes itself as owner-operated and oriented toward individual and family clients rather than institutional pension or capital allocation mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices