Financial Advisors in Reading, Pennsylvania

At Lighthouse Wealth Management, we bring comprehensive financial planning services to Reading, Pennsylvania, and the surrounding Berks County communities. Our Reading office serves as a trusted resource for individuals and families seeking objective, client-centered wealth advisory services. We understand that navigating your financial future requires more than generic advice. It demands personalized strategies that reflect your unique circumstances, aspirations, and values.

Comprehensive Financial Planning for Reading Residents

Our team delivers holistic wealth management solutions designed around your specific life goals. From retirement income planning and college savings strategies to investment portfolio management and legacy planning, we provide integrated services that address every aspect of your financial life. We recognize that Reading area residents face distinctive financial considerations, whether you’re a professional, a business owner, or a retiree looking to preserve and transfer wealth to future generations.

Our approach begins with understanding where you are today and where you want to be tomorrow. We take time to explore your current financial situation, risk tolerance, timeline, and objectives before crafting a customized wealth management plan. This personalized roadmap serves as your guide toward achieving financial security and independence, with regular reviews and adjustments to keep you on track as your life circumstances evolve.

Fee-Only Fiduciary Advisors in Reading, Pennsylvania

Transparency and trust form the foundation of every client relationship at Lighthouse Wealth Management. As a fee-only advisory firm serving Reading, we operate exclusively on a fiduciary basis, meaning we are legally and ethically bound to act in your best interest at all times. Unlike commission-based advisors who may face conflicts of interest, we never receive compensation from product sales, insurance commissions, or third-party referral fees. Our sole compensation comes directly from you for the advice and services we provide.

This fee-only structure eliminates hidden conflicts and ensures that every recommendation we make is driven purely by what’s best for your financial wellbeing. Reading clients appreciate this transparent approach, knowing they’re receiving unbiased guidance aligned with their goals rather than our compensation structure.

Strategic Tax Planning Integration

Our Reading office benefits from Lighthouse Wealth Management’s strategic partnership with Brown Plus, a respected accounting and advisory firm with deep roots throughout Pennsylvania and Maryland. This collaboration allows us to seamlessly integrate sophisticated tax planning strategies into your overall wealth management plan. We work closely with Brown Plus tax professionals to identify opportunities for tax efficiency, helping Reading clients keep more of what they earn and accelerate their progress toward financial goals.

Decades of Financial Planning Experience

Our team has served clients for over three combined decades, navigating multiple market cycles, economic environments, and regulatory changes. This background informs the guidance we provide to Reading families and individuals. We maintain our knowledge through continuous professional development and industry affiliations, ensuring clients benefit from current best practices in financial planning. Through our quarterly economic outlook newsletters, we share timely insights and market perspectives to keep you informed and confident in your financial decisions.

Serving Reading and Berks County Communities

Conveniently located at 2395 Lancaster Pike on the 1st Floor in Reading, Pennsylvania 19607, our office serves clients throughout Berks County and neighboring areas including Wyomissing, West Reading, Shillington, Exeter Township, and beyond. We welcome the opportunity to discuss how our fee-only wealth management services can help you achieve financial clarity and confidence.