About Us

We Offer So Much More
Than Investment Management

At Lighthouse Investment Group, we have one goal – to 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 accomplish this in four ways: 

  • Extensive financial planning – The ever changing landscape of exciting hills and worrying valleys can be almost impossible to effectively navigate without an experienced guide. Let our team of advisors help you adjust to market shifts and uncertainties to best fulfill your goals. 
  • Independent, objective solutions – We will always assess your financial situation with an unbiased search for the proper solution. We promise to look for the best option for our client’s goals and futures, without a predisposed loyalty to a certain brand or product. 
  • Knowledgeable advice – We will continually grow in knowledge and professional expertise to offer our clients the most current information. 
  • Shareable wisdom– It’s our goal that you fully understand the implications of any decisions involving your financial future. We will not simply offer recommendations without ensuring your comprehension and complete approval.

We Follow the Fiduciary Standard

We always focus on your goals. As financial advisors, our fiduciary duty obligates us to provide our clients with advice in their best interests. While the Regulation Best Interest rule enacted by the SEC in 2019 encourages investment brokerages to do the same, we believe that this rule does not hold brokers to the same standards as a fiduciary duty. Trust is essential to your relationship with anyone who handles your investments, and we commit ourselves to uphold that standard daily and honor your confidence in us. 

 

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We Use a Team Approach

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. Financial planning is not just our job; it is our passion! 

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Aligned with

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Raymond James

Raymond James is our broker dealer, meaning they custody our clients’ assets and provide support to our firm with reporting, statements, trading platforms, investment analysis, and other various financial planning technology and resources. With the independence we are provided through Raymond James we are able to make recommendations that are suitable for our clients with no vested interest in any product.

Dave Ramsey & SmartVestor

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.

Dave Ramsey SmartVestor

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Questions And Answers

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.

If it does, we want to give you the confidence knowing that you can live out your hopes and dreams in retirement. If not, then we help you get on the right path to achieve the resources you need before 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.

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.

Southwestern Investment Group is a national financial planning firm with multiple locations across the United States. Lighthouse Wealth Group is just one management team within the Southwestern Investment Group firm.
 
Southwestern Investment Group is not a financial institution, therefore, the advisors at Lighthouse Wealth Group are affiliated with Raymond James who provides us the resources, tools, and software programs to serve clients.
 

Absolutely. Our goal is to understand your business structure and work with you throughout the process. We also connect you with a team of advisors who can help you sell your business. 

We’re in a relational business, and we take pride in the relationships we keep with our clients. We enjoy ongoing conversations, getting to know our clients on a professional and personal basis. We have formal review meetings throughout the year and provide regular courtesy check-ins. We also hold multiple events throughout the year – both educational and entertainment. We keep a 24-hour rule during the week that requires us to respond to any inquiry or comment you may have within that time frame. Lastly, we use a team approach – meaning everybody on our team serves our clients.

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.