At Lighthouse Wealth Management, our clients are our top priority. Whether it’s planning for retirement, saving for your children’s education or just managing your wealth long-term, everyone is working towards personalized financial goals. Our mission is to illuminate your financial future and help you achieve those goals.
We provide a holistic approach to comprehensive financial planning services. Our philosophy is built on the execution and integration of data-driven financial planning, asset management, tax planning and estate planning services to our clients. We take the time to learn about each client’s unique circumstances and objectives, working closely to prepare custom solutions tailored to their specific needs.
A Westminster Fee-Only Wealth Advisory Firm
Lighthouse Wealth Management provides fee-only financial planning and investment management services to individuals, families and businesses in Carroll County and the surrounding areas. As a fee-only firm, we are paid directly by our clients, with no outside compensation from vendors or other third parties. We operate under a fiduciary standard, which means we are always committed to acting solely in the best interests of our clients.
Services We Provide to Carroll County, Maryland
The financial advisors at Lighthouse Wealth Management are experienced professionals who are dedicated to providing exceptional service to our clients. Together, our advisors have over three combined decades of experience in financial services and asset management. With designations such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA), our team members possess a wealth of industry knowledge.
Lighthouse Wealth Management partners with Brown Schultz Sheridan & Fritz (BSSF) to collaborate on integrated wealth and tax planning strategies for some of our shared clients. BSSF is a premier advisory firm with five offices located across Pennsylvania and Maryland. Their client-centric view and specialized tax services are a valued benefit to the clients which Lighthouse Wealth Management serves.
Lighthouse Wealth Management’s Westminster, Maryland, Office
Our Westminster, Maryland, office is centered in the heart of Carroll County, Maryland. Located inside Brown Schultz Sheridan & Fritz’s office on East Main Street, our central location allows us to provide services to the surrounding areas like Towson and Baltimore. We are located just 30 miles northwest of Baltimore, Maryland, and 60 miles north of Washington, D.C.
We look forward to the opportunity to work with you and to find out how we can start illuminating your financial future. Contact us today!
Contact our Westminster office today:
205 East Main Street
Westminster, MD 21157