About Us

Let Lighthouse Financial show you the way

Lighthouse Financial is based in metro Denver, Colo., and is a Registered Investment Advisory firm with the Securities and Exchange Commission. Lighthouse Financial LLC has provided wise planning and investment management since 1999, serving as a helpful resource to clients as they weather life’s challenges and difficulties. Lighthouse Financial LLC was born out of Financial Planning Management Inc. which was established in 1983.

What we do

Our highly experienced advisors provide financial planning and investment management at every stage of life using a client-centered, step-by-step approach to build the right solutions for our customers’ unique needs.

We Create

When we understand your needs, goals and values we’ll deliver a highly customized plan with specific recommendations.

We Act

Our team will work with you to implement solutions aimed at securing your financial future.

We Sustain

Our ongoing guidance will help you maintain steady progress toward your financial goals. Successful investing is a long-term process, not merely a series of transactions or short-term events.

How we do it

  • We believe in the power of planning to effect positive change in our clients’ lives.
  • We build portfolios based on sound fundamental principles to improve the chance of meeting your investment objectives over time.
  • We offer specialized experience in wealth management that can help guide you along the pathway to success.
  • We create your team of professional advisors to bring unique knowledge and innovative thinking to the coordination of your financial, investment, tax and charitable planning.
  • We develop your customized Lighthouse Financial Pathway after a thorough planning process.
  • We keep you informed of ever-changing market conditions and explain investment opportunities to you in our regular meetings and reports.
  • We strive to strengthen our relationship — which can last a lifetime and beyond — as we continue the planning process you put in place today for future generations.