In 1992, after several years in the financial industry, Tom Kozlowski and Andy Wilson, decided they wanted more for their clients than static investment products, and brokerage firms that mandated sales quotas.
Natives of New York and Windsor, Ontario, respectively, the two shared an overwhelming joy for their work helping clients plan for their futures and goals. So, they partnered to form Lighthouse Wealth Management, a firm of independent financial advisors specializing in comprehensive financial planning for individuals and small businesses.
The first Lighthouse office was in Tom’s basement, and the laughs and memories from the long hours spent there still float around the current office today. In 2006, with the need for more space and a desire to invest in the community, the New Market Professional Center was built. The location was chosen as a central location between Baltimore and Washington, D.C.
Ed Kozlowski, a 20-year veteran finance manager at UPS, then joined Lighthouse as a partner and shortly thereafter, Lighthouse Tax Services was formed to offer in-house tax services to clients. Tom and Andy then formally launched ‘The Compass Program,’ an integrative approach to a family’s wealth management.
After successfully building his own investment advisory business, Henry Becker joined the Lighthouse team in 2011 as the firm’s full-time Director of Research. Shortly thereafter, he became the fourth Lighthouse partner.
Today, Lighthouse has grown from its humble beginnings in Tom’s basement to a staff of financial professionals ready to serve.