Our Firm

Lighthouse is a private wealth management firm located in historic New Market, Maryland. Founded more than 25 years ago, we work with more than 400 families in the mid-Atlantic region, and around the country.

Our financial lives are complicated and get more so as we move through life. Wouldn’t it be nice to have someone guide you through these complex financial waters?

Through a combination of financial, investment, tax and estate planning, we act as a central figure in our clients’ financial lives. Lighthouse was purposely built to streamline our clients’ financial interactions and therefore their financial lives. With the Compass Program, clients have their primary financial professionals integrated under one roof for a single fee.

Very simply, when we take on new clients, they become part of the Lighthouse extended family. Over time, we have developed a number of multi-generational relationships with our clients and their families.

Would your family benefit by joining Lighthouse?