A Personal Approach & A Custom Plan

For Your Financial Planning Needs

Financial goals are personal, so shouldn’t wealth management plans be customized to fit your individual needs? Our team is ready to help you identify your goals and to create a comprehensive blueprint for success. If you’re looking for a unique approach, created by a team of experienced financial planning professionals – you’ve come to the right place! 

Financial planning isn’t just our job; it’s our passion! Our team is always learning, always planning, and always educating so that we can provide our clients with the most exhaustive and thorough financial options. We believe that the best investor is an informed investor.

You’re only able to make the best decision for your future when you understand your options. As your partner, we will identify the your most effective choices and help you understand the pros, cons, and long-term implications of any financial planning decisions.

Specialized Financial Planning Services

Our team specializes in the following areas:

Financial Planning

Business Owner Planning

Business Owner Planning

Business owners face a unique set of challenges. Our plans are built for every stage, from business conception to leadership transition, to ensure owners meet their personal and professional goals.
Heartbroken elderly woman holding a wedding ring

Estate Planning After The Loss Of A Loved One

Estate Planning After The Loss Of A Loved One

The loss of a loved one can be emotionally devastating, but without careful attention to estate inheritance requirements, it can be just as devastating financially.
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Planning For Retirement

Planning For Retirement

Saving a portion of your wages for retirement is only a fraction of what is needed for a complete retirement plan. We work with you to define your retirement goals. Then we create a financial plan to help you achieve them.

Named to Forbes Best-in-State Wealth Advisors for 2021 & 2022*

Named to Forbes Top Next Gen Wealth Advisors for 2020*

Member of the Raymond James Leader’s Council since 2014-2021**

Accredited as a Certified Exit Planning Advisor® (CEPA) through the Exit Planning Institute™

Recent Wealth Matters

You shouldn’t have to get a finance degree to be an active participant in your own wealth management. Lighthouse Wealth Group is constantly creating new, engaging content to help you understand these confusing topics. Here’s a few of our most recent videos:

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Our team oversees financial matters for select families in the area. 

Get a Second Opinion on Your Plan.

Check the background of this firm on FINRA’s Broker Check

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*Forbes Best-in-State 2022 Methodology: https://www.forbes.com/sites/rjshook/2022/04/07/methodology-forbes-best-in-state-wealth-advisors-2022/?sh=19b3e6237fee

Forbes Best-in-State 2021 Methodology: https://www.forbes.com/sites/rjshook/2021/02/11/forbes-best-in-state-wealth-advisors-methodology-2021/?sh=4f642acb6d22

Tommy Doerfler, 2020, The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data Rankings are based on the opinions of SHOOK Research, LLC. Research Summary (as of April 2020): Out of 32,000 nominations received, 500 made the final list in 2020. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC.  This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Please visit https://www.forbes.com/top-next-gen-advisors for more info.

**Raymond James Leader’s Council, Tommy Doerfler, (2014-2020): Membership is based on prior fiscal year production. Re-qualification is required annually.  The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.

***Above and Beyond Award, Tommy Doerfler, 2017: This ranking is not based in anyway on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with Southwestern Investment Group.

©Lighthouse Wealth Group. Lighthouse Wealth Group, Southwestern Investment Group, and The Southwestern Co. are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc., member FINRA / SIPCPrivacy Notice. Investment advisory services offered through Southwestern Investment Advisory Services, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

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