Lighthouse Wealth Management is a financial advisory firm that puts its clients first. We specialize in providing fee-only financial planning and investment management services to individuals, families and businesses. Our financial advisors work closely with our clients to develop a customized financial plan that is designed to help them achieve their long-term objectives. We believe that a stable financial future is built upon the execution and integrations of financial planning, asset management, tax planning and estate planning.
A Fee-Only Wealth Advisory Firm in Frederick
As a fee-only firm, we do not receive any commissions or other compensation from the products or services we recommend, ensuring that our clients receive our unbiased advice. Lighthouse Wealth Management is a Registered Investment Advisor (RIA) and operates under a fiduciary standard. We are dedicated to acting solely in the best interests of our clients. We believe that our compensation structure is integral to that client-focused strategy.
Providing Service to Frederick County
Our Frederick office is based in the largest county in Maryland, right off Route 15. This ideal location gives us the ability to serve Frederick County, Baltimore County and other surrounding areas. Our financial advisors possess a wealth of knowledge and hold designations such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA). Through their professional affiliations, our team stays up to date on the latest industry trends. They communicate their insights on current economic conditions, financial markets and portfolio positioning via a quarterly email newsletter.
In addition to Lighthouse Wealth Management’s own financial planning experience, we have a partnership with Brown Schultz Sheridan & Fritz (BSSF), a premier advisory firm that provides accounting, assurance, tax and consulting services to clients across the Mid-Atlantic region. Through this partnership with BSSF, we can work with skilled accountants to develop collaborative, specialized tax and wealth planning strategies for our shared clients.
Lighthouse Wealth Management’s Frederick, Maryland, Office
Our Frederick, Maryland, office is located inside of Brown Schultz Sheridan & Fritz’s office on Hayward Road. We are conveniently close to Route 15, located just 43 miles away from Washington, D.C. and 46 miles away from Baltimore, Maryland.
If you are interested in learning more about our financial planning services or would like to schedule a consultation, contact us today. We look forward to the opportunity to work with you and help you illuminate your financial future.
Contact our Frederick office today:
7420 Hayward Road, Suite 101
Frederick, MD 21702