At Lighthouse Wealth Management, our clients come first. Our philosophy is built on providing holistic solutions for your financial future. Whether you are planning for retirement, saving for your children’s education or looking to grow your wealth, we will tailor our planning services to meet your unique goals. We start by helping you outline your needs and objectives, both present and future, and then we create a personalized wealth management plan to align with those aims.
Services We Provide to Lancaster County
Our team is comprised of two highly-skilled financial advisors who have over three combined decades of financial planning experience. We are dedicated to providing the highest level of service and support to our clients. We believe that a stable financial future is built upon the execution and strategic integrations of financial planning, asset management, tax planning and estate planning. We regularly stay informed on the latest updates in the industry through our personal affiliations and share that knowledge with our clients through our quarterly economic outlook newsletters.
Lighthouse Wealth Management has a partnership with Brown Schultz Sheridan & Fritz (BSSF), a premier accounting and advisory firm with offices located across Pennsylvania and Maryland. We leverage tax planning and consulting experience from the accounting professionals at BSSF when necessary, providing our clients with tax planning strategies to coincide with their financial planning objectives.
A Fee-Only Wealth Advisory Firm in Lancaster, Pennsylvania
Lighthouse Wealth Management operates under the fiduciary standard, so you can trust that we will always act in the best interest of our clients. We are a fee-only firm, meaning that we charge only for advice and do not receive any commissions from any vendors or other third parties. This allows us to serve as an objective source for financial advice and develop personal, trusting relationships with our clients.
Lighthouse Wealth Management’s Lancaster Office Location
Our Lancaster, Pennsylvania, office is located inside Brown Schultz Sheridan & Fritz’s Lancaster office location on New Holland Avenue, just outside of Lancaster City. Lighthouse Wealth Management’s Lancaster location allows us to provide financial advisory services to surrounding areas such as Elizabethtown, Reading, Ephrata, Philadelphia and more.
If you would like to learn more about our financial planning services, please don’t hesitate to reach out to us today!
Contact our Lancaster Office:
454 New Holland Avenue
Lancaster, PA 17602