Helping our clients and their families Since 1992
George McDaniel founded the firm
Early adopter of a Fee-only relational wealth management model.
Robert McDaniel became a principal owner and Senior Portfolio Manager of the firm.
Our proactive investment management process saved clients over 42% during the tech bubble crash.
Our proactive investment management process saved clients over 31% during the financial crash.
Mike Verity became a principal owner at LFS and expanded the investment management team as an experienced CFA
Achieved milestone $100M in assets under management moved to a larger location to support growing client
Achieved milestone $200M in assets under management
Recognized by Financial Advisor Magazine as one of the Top 50 Fasted Growing Registered Investment Advisors in the nation
Moved to a larger location to support growing client and staffing needs.
Guided Clients through an environment of COVID19, Protests, and Political Polarization to Protect and Grow Assets Responsibly.
A new chapter in our firm's history began! Our founder, George McDaniel, retired and proudly transitioned ownership to our existing principals, Robert McDaniel and Mike Verity.
In the face of The Pandemic Lighthouse Financial quickly pivoted, and remained steadfast to reach client’s goals
George passed the baton of ownership to firm veterans, Rob and Mike.
When a group of people become a team, there is nothing else like it. A strong, collaborative team creates a real advantage when it comes to helping you meet your financial goals.
Our Professional team
For 30 years, we have strived to create real relationships with each of our clients. By getting to know you and your goals, we are better able to manage your investments and help you with retirement planning. All of the members of our team are in-house, so when you call to talk to your advisor, know that they’ve been working with the other members of your team to provide you with the best possible service.
Robert G. McDaniel
Michael Verity, CFA
Muey Herman
DIRECTOR OF OPERATIONS, NOTARY PUBLIC
Jayce Lowe, ChFC®
WEALTH MANAGER
Christopher Soukup, CFP®
WEALTH MANAGER
Charissa Fontillas
OFFICE ADMINISTRATOR, MARKETING ASSOCIATE
JOIN OUR TEAM
CONNECT WITH US
Ready to Schedule Your Free Consultation?
Our Clients Say About Us
Get In Touch
Contact our team of professionals today.
ADDRESS
3070 Saturn Street, Suite 101. Brea, CA 92821