At Lighthouse Advisers, exceptional client experience is the cornerstone of our business model and we are devoted to providing you with the type of personalized attention that continually exceeds your expectations.
As your experienced advisers, our primary objective is to empower you with the knowledge and tools needed to be confident in your financial future. In doing so, we deliver an unwavering commitment to understanding every aspect of your financial picture in order to best address your individual needs and work toward your life goals.
OUR SUCCESS IS MEASURED BY YOUR SUCCESS.
At Lighthouse Advisers, we do more than just manage your assets and help protect your wealth; we advocate for your financial future and partner with you to work toward your dreams. Your needs are at the heart of everything we do. We look forward to providing you with the highest quality of personalized service and the dependable commitment you deserve for many years to come.
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PERSONALIZED FINANCIAL COUNSELING
Our relationship with LPL Financial helps us to control the manner in which our services are delivered to you and provides us with the tools we need in our efforts to turn your dreams into financial realities.
Because LPL Financial does not offer any proprietary products, you can rest assured in the knowledge that our recommendations are objective and made specifically with your best interests at heart. Backed by the nation’s largest independent broker-dealer*, our firm has access to state-of-the art technology, innovative investment tools, independent research, and the exceptional support services that allow us to devote our full attention to your needs and objectives.
*As reported by Financial Planning magazine, June 1996-2022, based on total revenue.
In addition to our dedication to our clients, Lighthouse Advisers is deeply committed to giving back to the community that supports us. Our firm is proud to be actively involved in organizations such as Leadership Lake County, the Mentor and Painesville Rotary Clubs, Rotary International, the Painesville Exchange Club, the Fairport Harbor Port Authority, the Fairport Harbor Tourism Council, Mission4Maureen, and the Lake-Geauga County Educational Assistance Foundation (LEAF).
PLAN FOR YOUR FUTURE
Become a client!
We monitor your portfolio regularly
Meet with our team of Financial Advisers to set goals
Access to an Independent Community of Innovative Individuals
Stay in contact with your Adviser to track reports and changes
Call us Mon-Fri 9:30-4:00 or stop in our office
Plan your rainy day fund - we'll hold the umbrella
ADDRESS: 8450 MENTOR AVENUE, SUITE 100 | MENTOR, OH 44060
TEL: (440) 266-1979 | FAX: (440) 266-1975