Who we are? Lighthouse Financial Planning, LLC provides fee-only, fiduciary financial planning and asset management to help our clients gain control and confidence in their financial future. Our vision is to become your financial advisor and resource by helping you chart a path to your goals through life's financial challenges.
This web site will help you learn more about financial planning and about us. Lighthouse Financial primarily serves the Washington, D.C. Metropolitan area, including Montgomery County Maryland, Northern Virginia and Washington DC, as well as the New York City Metropolitan Area, including Manhattan, Rockland County, NY, and Northeastern New Jersey.
This web site will help you learn more about financial planning and about us. Lighthouse Financial primarily serves the Washington, D.C. Metropolitan area, including Montgomery County Maryland, Northern Virginia and Washington DC, as well as the New York City Metropolitan Area, including Manhattan, Rockland County, NY, and Northeastern New Jersey.
Services
Vision: Lighthouses serve as beacons of strength, safety and hope. Lighthouses mark dangerous courses to be avoided and offer safe entries to the harbors of our dreams. They operate from a solid base, offering long-term, objective and valuable services through good and bad times to those from all walks-of-life who heed their messages.
Question 1: What can professional, objective, fee-only, fiduciary financial planning and investment management do for me? Question 2: Why can't I do my own financial planning and asset management? What resources can help me? Question 3: What should I consider in choosing a financial advisor? Question 4: Why should I select Lighthouse Financial Planning, LLC as my financial planner and investment advisor?
Lighthouse Financial Planning, LLC (LFP) encourages all potential clients to read our ADV (Disclosure Brochure), initial and ongoing contract templates and privacy statement. Contact us with any questions on these documents.
ADV (Disclosure Brochure) Lighthouse Financial Planning, LLC (LFP), along with all registered investment advisors, must provide its ADV (Disclosure Brochure) to all of its clients at least 48 hours before they enter into any engagement agreement.Any "advisor" who does not offer you an ADV is likely operating as a salesperson and not a fiduciary registered investment advisor.
ADV (Disclosure Brochure) Lighthouse Financial Planning, LLC (LFP), along with all registered investment advisors, must provide its ADV (Disclosure Brochure) to all of its clients at least 48 hours before they enter into any engagement agreement.Any "advisor" who does not offer you an ADV is likely operating as a salesperson and not a fiduciary registered investment advisor.
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