Our History
Years of experience have prepared us to guide you through your life transitions.
A Team That’s Invested In Your Success
Lighthouse Advisers is a wealth management and financial planning firm offering steady guidance and tax-intelligent planning to guide you to your goals. We meet you where you are to help you understand your options, simplify complex decisions, and feel at home with your plan.
A Plan To Help You Take Control
Our team-based, consultative approach begins with discovery. Once we know you, we provide personalized planning and guide you through implementation. We coordinate every aspect of your financial picture so you can focus on living your life, not worrying about your money.
Our History
Years of experience have prepared us to guide you through your life transitions.
Individuals & Families
Wherever you are in life and whatever your needs, we help you make confident decisions and enjoy life along the way.
Pre-Retirees & Retirees
We help you transition from saving to spending, creating reliable income streams so you can live your retirement without second-guessing every dollar.
Small Business Owners
From tailored retirement plans to succession planning, we help you protect what you’ve built and plan for what’s next.
Nonprofits & Community Orgs
As community stewards ourselves, we support mission-driven organizations in managing and growing resources with care and purpose.
The Pros and Cons of an NUA Strategy
Data Breach: Your Security To-Do List
Year-End Moves to Optimize Retirement Transitions
