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
WORKING HOURS
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TOP RATED

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Another 401k Lawsuit Denied by Federal Court

By Brian Foley | June 5, 2017

(Source) – A federal judge has for the second time dismissed a lawsuit seeking class action status alleging that Chevron’s retirement plan overpaid Vanguard in recordkeeping fees. The claim, brought last year by Schlichter, Bogard & Denton, asserted that the $19 billion plan violated the Employee Retirement Income Security Act in part by paying Vanguard […] Read More

Study: Many People are Significantly Behind in Saving for Retirement

By Brian Foley | June 1, 2017

(Source) – While many Americans know if they’re putting money aside for retirement, few can tell with confidence how much money they should accumulate to maintain their lifestyle after they stop working. Over 80% of Americans say they don’t know how much money they’ll need for retirement, according to the final report from a four-year-long study of […] Read More

Study: Individuals Working With a Financial Planner Add 29% to Their Retirement Income

By Brian Foley | May 31, 2017

(Source) – Research by David Blanchett and Paul Kaplan of Morningstar, Alpha, Beta, and Now . . .  Gamma, has attempted to quantify into real numbers the value that financial planners can provide.  Their research shows that financial planners help individuals generate roughly 1.82% excess return each year, creating roughly 29% higher retirement income wealth.  This […] Read More

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