Financial Advisors

you can trust

ABOUT US

Lighthouse Capital is a service-focused registered investment adviser that provides objective investment advice to individuals, families, and corporations. 

With decades of collective experience in the financial services industry, our team has the skills and knowledge necessary to deliver for our clients. 

Our Mission

Our mission to provide meaningful and trusted investment advice that guides our clients to their financial goals.

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PERSONALIZATION

We guide our clients by intently listening to their goals, and then craft a custom investment portfolio to fit their needs.

TRUST

We achieve excellence by putting forth honest and trustworthy research, data and analysis. No stone is left unturned.

Our services

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ESTATE PLANNING

We help make smarter and more strategic investments for generations to come by budgeting for life insurance & establishing trust accounts. We are your experts to guide you through the process.

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RETIREMENT PLANNING

As our most popular service, we provide investment advice on IRA's, SEP IRA's, SIMPLE IRA's, and qualified retirement plans such as 401k's and 403b's.

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GENERAL INVESTING

We assist families planning for college, and also those seeking advice on mutual funds, ETF, and publicly traded stocks and bonds.

PROJECTS DELIVERED
COFFEE MUGS EMPTIED
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GENDER PAY GAP ISSUE COMPOUNDED BY IRS REGULATIONS

By Brian Foley | August 17, 2017

This month, the authors of our Monthly Newsletter shed additional light on the gender pay gap issue and the impact it has on women saving for retirement. Citing statistics from the US Department of Labor, women are more likely to work part-time jobs than men, and part-time jobs are far less likely to offer a […] Read More

Five Simple Steps to Improve Your College Savings

By Brian Foley | August 21, 2017

Organize a budget. Determine how much your family can contribute monthly to college savings. And make it a priority. As you line-item your monthly budget you will likely find expenses which you could eliminate or reduce, which are additional dollars that you can direct towards your college savings. Open a 529 college savings account. Saving […] Read More

Account Qualification

By Paul Hundley | March 1, 2018

Question: I want to start investing but I don’t know how to take the first step? Believe it or not the first step to investing is not finding an investment itself but the path to the investment. What type of investment account should you open? Let’s walk through the different investment accounts available and their […] Read More

Contact Us

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