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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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

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

401k Lawsuit Denied by Federal Judge

By Brian Foley | May 31, 2017

Summary: Last Thursday, a federal district court judge in Minnesota dismissed a class-action lawsuit brought forth by participants in the Wells Fargo 401k plan. The suit alleged that Wells Fargo breached their fiduciary duty by including their own Wells Fargo target date funds in the plan. Central to the plaintiff’s argument was that Fidelity and Vanguard offered […] Read More

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