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The Firm


Lighthouse Wealth Management is a private wealth management firm, founded in 1992. Headquartered in New Market, Maryland, Lighthouse is uniquely situated to serve not only central Maryland but also the Baltimore / Washington, DC area. We work with more than 600 households, manage over $200 million in assets on a discretionary basis.

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COMPASS

Lighthouse Wealth Management’s integrative COMPASS program provides a unique, all-encompassing financial service solution for high net worth individuals under one roof. The program starts with a customized financial plan to ensure we are on course...

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The Team

The team at Lighthouse consists of independent financial advisors specializing in financial planning for individuals and small businesses. With over 60 years of combined financial experience, the team at Lighthouse assesses individual client needs and works skillfully to navigate the complexity of financial planning.

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