About Us
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
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.
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.
Our Approach
We bring clarity to your financial journey through education, personalized planning, and a thoughtful, long-term strategy tailored to your goals.
Our Services
Whether you need retirement income planning, investment management, or tax-efficient strategies, we offer tailored solutions for every stage of life.