LIGHTHOUSE FINANCIAL SERVICES, INC. WAS ESTABLISHED IN 1992 WHEN "FEE-ONLY" ADVISORY FIRMS WERE IN THEIR BEGINNING STAGES

Our founder, George McDaniel, recognized early in his career that investment management and wealth management are equally important to high net worth investors. In fact, for most high net worth clients, they are integrally connected and should be analyzed with the understanding that the long-term success of any sophisticated investor depends on how well they manage both.

When considering the long reaching impacts of your financial well-being to your family and loved ones, we understand that no one product or service can empower you to success without a clear understanding of what it is that you want to achieve. The advisors and employees of LFS have built a successful company based on the belief that the way to achieve your investment goals is to work with you individually. Our financial success is directly connected to the long-term relationships that we develop with our clients and the quality of our advice. Operating as a "fee-only" advisory firm allows us to put your interests above our own. As a Lighthouse client, it's our goal to keep you in the driver's seat to your own financial success. 

 
 

ACCOUNTABILITY

Our clients trust us to help safeguard their future, and in return we believe they deserve clear communication and unflagging responsiveness.

 
 

OBJECTIVITY

Unlike profit-driven Wall Street firms, Lighthouse is an independent, fiduciary, fee-only firm. Our model allows us pure objectivity.

 
 

FLEXIBILITY

We individualize investment portfolios for each client, and personally manage them using an active, flexible approach that aims to protect your capital and grow it responsibly.

AWARDS & RECOGNITION

 
 

 5-time award winner as a top Wealth Management Firm in Orange County by Orange Coast Magazine

Featured in Forbes and Newsweek

Recognized by Financial Advisor Magazine as a Top 50 Fastest Growing RIA Firm in 2014

Disclosure

Lighthouse Financial Services, Inc. ("LFS") is a registered investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training.

All written content on this site is for information purposed only. Opinions expressed herein are solely those of LFS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation. 

This web site shall not be construed in any direct or indirect fashion as a solicitation to provide investment advice or investment advisory services.