801 Crescent Centre Dr.
Suite 600, Franklin, TN 37067
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At Lighthouse Wealth Group, we have one goal – to help improve your financial health. We strive to create comprehensive wealth strategies for your maximum potential and ultimate freedom – allowing you to focus on your
most important personal, professional, and spiritual goals. We seek to accomplish this in four ways:
We always focus on your goals. As financial advisors, we have a fiduciary duty that obligates us to provide our clients with advice in their best interests when servicing advisory accounts. Financial advisors like our team at Lighthouse strive to follow the fiduciary standard when providing services to their customers; it holds advisors to a high standard of care and requires us to act as a fiduciary in an advisory relationship. The Regulation Best Interest rule enacted by the SEC in 2019 increased standards for brokerage relationships. However, investment advisers and their representatives are held to a fiduciary standard when acting in an advisory capacity. Trust is essential to your relationship with anyone who handles your investments, and we commit ourselves to uphold the standard daily and honor your confidence in us.
Our team uses comprehensive wealth strategies to achieve your family’s unique goals and aspirations. We are continually advancing our education in the financial field so that your accounts stay updated with current trends and improvements. Wealth management is not just our job; it is our passion!
We team up with employers to help create strategies for their employees while helping the company attract, retain and provide confidence in quality employees.
Dave Ramsey is one of America’s most listened-to syndicated radio show hosts, a motivational speaker, author and personal finance expert. Like Dave Ramsey, we believe in living more and worrying less. Since 2002 we have been assisting Dave Ramsey fans in building a financial plan.*
*SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Raymond James Financial Services Advisors, Inc. (“RJFSA”) and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor’s Pros geographic region. RJFSA and its affiliates (collectively, “Raymond James”) do not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Raymond James. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Raymond James, except in connection with providing your contact information to your advisor.
Answers To Our Most Frequently Asked Questions
Preparing your company for any kind of transition, planned or unplanned, requires someone who can focus on your goals and lifestyle while providing guidance throughout the process. A Certified Exit Planning Advisor® (CEPA) is rigorously trained to make certain that your personal, professional, and financial goals are in alignment while assessing the best strategy for you to build value in your company. Working with you as a holistic business advisor, we strive to ensure those goals remain achievable as you move forward in the process of transferring your company.
Absolutely. We work with you to understand what you expect your life to look like for you and your family after retiring. Once we have a clear vision of your expectations, we analyze your financial resources to see if they can support your lifestyle in retirement.
Everybody’s situation is very different and personal. Our goal is to understand your unique needs, and create a custom-tailored solution designed to fit your personal situation.
We consider education to be the biggest part of our practice. We take the necessary time to make sure you are educated on your plan and understand why we made specific strategy recommendations. We provide numerous resources that explain each part of your plan.
We also provide access to a wide network of other professionals that work in related fields or specialize in specific financial categories, so that we can provide you with comprehensive wealth strategies for maximum success.
Yes, we work with families and family-owned businesses – first, second, third generation – with both the parents and children to educate them on their financial situation and family legacy.
Nope. Our philosophy since our firm was founded in 2002 is to do what is right for our clients: we don’t push products. We stay 100% independent and give true, objective investment advice.
Our practice was built to help entire families, including the second and third generation, learn and steward their wealth wisely. Again, every family is unique, but we can work with kids of our clients who are teenagers and would like to know the basics of financial planning or budgeting. We also work with adult kids to help them manage their own situation and understand what it takes to manage a sizeable inheritance. We’ve worked independently with different families where confidentiality is important to family members. We have also had family meetings where we have walked through the family’s wealth with the second and third generations and collaborated with the entire family. What we find is that there is no ‘one size fits all’ when it comes to working with families.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
We always treat you with respect. We make sure you are educated on your specific plan. We operate with strict integrity. We consider working with you a partnership in commitment to reaching your goals.
Yes. We counsel people who receive wealth suddenly. It can be overwhelming and life changing. We help them through the process, so they can enjoy themselves while making wise decisions for their long-term benefit.
Yes, we utilize strategies to help reduce your tax liability from your investments. We also collaborate with your accountant or CPA and estate planning attorney to look at any tax planning that also helps reduce your overall tax liability for both the short and long term. If you don’t have someone, we can help introduce a tax planning professional or estate attorney we have vetted. Either way, it takes a team to collaborate on your behalf when it comes to taxes.
Yes, our goal is to understand what you want your family legacy to be and help educate you, the client, on all of the options and resources for setting up a lasting financial legacy. Every family is unique and has a different idea of what they want their legacy to look like. It’s up to our team to learn as much as possible about the family’s wealth and then implement the right resources so we can create a plan designed to have their wealth last for generations.
Suite 600, Franklin, TN 37067
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The Forbes America’s Top Wealth Advisors 2023 ranking, developed by SHOOK Research, is based on inperson and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Research Summary (as of April 2023): 39,007 Advisor nominations were received based on high thresholds. 22,243 Advisors were invited to complete the online survey. SHOOK has conducted over 17,546 telephone interviews with advisors. 3,557 Advisors were interviewed in-person at the Advisors’ location and 1,361 interview were web-based. Final list of the top 250 advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.
The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an
advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/top-wealth-advisors/?sh=4281b4c61c7c for more info.
*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, (2014-2023): 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 SageSpring Wealth Partners.
©Lighthouse Wealth Group. Lighthouse Wealth Group, and SageSpring Wealth Partners are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Privacy Notice. Investment advisory services offered through SageSpring Wealth Partners.
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