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About Us

Design a Future Shaped By Your Dreams

Design a Future Shaped By Your Dreams

At Lighthouse Advisors, we take the time to understand your values, priorities, and vision for the future, crafting a customized financial plan that addresses your unique dreams, goals, and fears. Whether you're preparing for retirement, growing your wealth, or planning your legacy, our tailored approach ensures every step is designed with you in mind.

Meet Barbara and Nick

Let Us Light the Way to Your Future

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From retirement planning to wealth management, we’re here to guide you through every step, ensuring your financial path reflects your values and aspirations.

Access World-Class Portfolio Management

Through our partnership with Cetera, we gain access to large-scale research, services and experience while keeping Lighthouse Advisors independent to provide you with personalized financial solutions.

Cetera Advanced
Planning Team

Cetera's Advanced Planning Team gives our team access to expert legal and financial services.

Cetera Investment Management Team

Cetera’s Investment Team provides unbiased research and guidance to assist us in developing personalized plans.

Cetera Financial Plan Design Team

Cetera’s Financial Plan Design Team provides us with access to over 100 years of experience.

Working Together With

Who We Serve

At Lighthouse Advisors, we guide individuals and families through the complexities of turning savings into sustainable income and help them plan for a confident financial future.

Explore Our Client Types

Our Approach

We bring clarity to your financial journey through education, personalized planning, and a thoughtful, long-term strategy tailored to your goals.

Discover Our Process

Our Services

Whether you need retirement income planning, investment management, or tax-efficient strategies, we offer tailored solutions for every stage of life.

See How We Can Help