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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Many Fidelity 401k Plans may be in Violation of New DOL Fiduciary Rule

By Brian Foley | June 13, 2017

According to a report, Fidelity, the largest 401k provider in the country, will now act as a plan level investment fiduciary to certain 401k plans. However, many advisors feel as though Fidelity has an inherent conflict of interest in acting in this capacity which may expose plan sponsors to a violation of the new DOL […] Read More

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

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

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