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.
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.
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.