Lighthouse Financial is an independent, fee-only advisory firm serving clients in Orange County and across the nation. Lighthouse Financial specializes in providing comprehensive financial planning for a broad range of investment and wealth management needs. We act as fiduciary advisors by always putting our client’s interest and needs first and do not receive back-end benefits for any product or service that we recommend.

 
 
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FINANCIAL PLANNING

We understand everyone has different needs and values, which is why we take a holistic approach in carefully designing a unique financial plan for our clients.

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pORTFOLIO MANAGEMENT

Our actively managed investment strategies are designed specifically for each client’s distinct objectives and risk tolerance. We are focused on creating personalized investment solutions for every portfolio we manage.

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TAX SERVICES

Tax planning is available for all actively managed clients. We fully believe in our services and are dedicated to providing each client expert advice.

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RECOGNIZED BY

 
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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

 

Proud Member of

 
 
 
 
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our iNSIGHTS

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View our market commentary as well as articles and our brand new Build Your Wealth podcast!

INVESTMENT APPROACH

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Our investment strategies are personally tailored for every client at each state in their life.

mEET OUR TEAM

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Our expertise and long-standing client relationship is why we hold a track record of accomplishments that fortify our reputation.