Close the Gaps
About Us
The Lighthouse Advisory Group is a unique business that combines the best elements of a traditional financial advisor and an insurance broker. As a hybrid of the two, we are able to source and deliver custom programs that seamlessly protect you, your family and your business.
Why Is That Different?
Your business and personal financial planning are almost entirely separate, but they must work together seamlessly to advance your interests and grow your wealth.
We understand and help you take advantage of where the line between the two can merge and where it must remain apart in order to maximize and protect your family’s asset base.
Our Team
Experience you can trust
Our principals have almost four decades of financial services experience serving the interests of family businesses.
If you think you’d like to learn more and would be a good fit to our team we’d love to hear from you.