Lighthouse Wealth Management provides comprehensive financial planning and investment management services to clients in Central Pennsylvania and Maryland. At our firm, we believe in a collaborative approach to financial planning. We partner with our clients to guide them in financial decisions and illuminate their financial future. Whether you are experiencing a life change such as retirement, selling your business or receiving an inheritance, we can help you navigate the complex world of personal finance and make informed decisions that will help you achieve your goals. Our goal is to provide a premier level of service to individuals, families and businesses across the Mid-Atlantic region.
Financial Advisors in Pennsylvania & Maryland
At our firm, we believe that everyone deserves access to high-quality financial advice that is tailored to their unique needs and circumstances. That’s why we offer fee-only financial planning services to clients in Pennsylvania and Maryland.
Pennsylvania Locations:
Maryland Locations:
A Fee-Only Firm Serving the Mid-Atlantic
Lighthouse Wealth Management is a Registered Investment Advisor (RIA), as well as a fee-only firm. We do not receive any commissions or compensation from financial product sales, which allows us to provide unbiased financial planning advice. We operate under a fiduciary standard, which means you can trust that we will act in your best interests.
Our Professional Experience
The Lighthouse Wealth Management team has over three combined decades of financial services experience and keeps up to date with the latest wealth management industry trends. Each quarter, we publish a proprietary market outlook for our clients to stay informed about current economic conditions. Our team members are affiliated with the Certified Financial Planner (CFP) Board, the Chartered Financial Analyst (CFA) Institute, Fee-Only Network, the American Bar Association and the National Association of Personal Financial Advisors (NAPFA).
Our Partnership with Brown Plus
Lighthouse Wealth Management has partnered with Brown Plus, a leading accounting and advisory firm providing attest, tax and advisory services across the Mid-Atlantic region. Our knowledge of the financial planning industry, paired with Brown Plus’ experience with tax consulting, allows us to provide highly integrated tax and estate planning services to individuals, families and business owners.
Contact Lighthouse Wealth Management Today!
Whether you are planning for retirement or facing other financial challenges, our team of experienced financial advisors is here to help you navigate your financial journey. Contact us today to see how we can help you illuminate your financial future.