Lighthouse financial
  • Lighthouse Financial
  • Our Team
    • Ken Brackett
    • Ryan Baumbach
    • Milan Winters
    • Angela Handy
  • Financial Information
    • Estate Planning >
      • Important Documents for Settling an Estate
      • Irrevocable Trust
      • Long Term Care
      • Revocable Trust
      • Surviving Spouse Checklist
      • Understanding Probate
      • Wills
    • Income Planning
    • Investment Calculators
    • Real Estate in your Retirement Account >
      • The Basics
      • Examples of Real Estate Investment Using IRA Funds
      • What Your IRA Can't Do in Owning Real Estate
    • Risk Profile
    • Rule of 100
    • The New Roth 401
  • Educational
    • Advanced Directives >
      • What are Advanced Directives & Living Wills
      • Advanced Directive Checklist
      • Advance Health Care Directive Forms
    • Educational >
      • How Your Financial Advisor Gets Paid
      • Best Interest of the Client
    • Growth outside of the Stock Market
    • Life Insurance
    • Senior Investor Resource Center
    • Social Security >
      • Lighten the Social Security Tax Burden
      • Social Security Benefits Calculator
    • Tax Savings Strategies
    • Wealth Accumulation
  • Strategies
    • Dividend Growth
    • Stable Dividend
    • Limiting Market Losses
  • Request Information
    • Request a Complimentary Financial Analysis
    • Request Current CRS
    • Request For Financial Information
  • Contact Us
  • Client Relationship Summary


​"YOUR BEACON TO

FINANCIAL SUC
CESS"​

​

Free Financial Analysis

How We Serve

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​Since 2006, Lighthouse Financial Wealth Management has been a prominent financial firm in Delaware and  Pennsylvania. We have made it our mission to educate and advise clients on how to avoid the common mistakes many investors make. We are a full-service firm that prioritizes putting our clients first by advising and educating them. We serve as your financial advisor, focusing on your individual financial needs. 

We commit to you that we will not rush you into decisions. There could be several discovery meetings where you learn about us, and we can fully understand your goals and concerns. We have a reputation in the industry for developing and keeping long-term relationships with our clients.

Because we are independent advisors, we can represent any company or type of investment. A wide array of investment options allows us to make non-biased recommendations that appropriately fit our client's needs. Some clients have had the mindset that they only have three investment options: stocks, mutual funds, and CDs. We strive to educate people and show them a new way of looking at their money. It is rewarding to genuinely help our clients and share investment options that fit their needs. We have no minimum or maximum wealth requirements and have enjoyed planning with people from all walks of life.

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Lighthouse Financial Investment Process

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  1. Understand your comfort level with market risk
  2. Develop a "best fit" investment strategy
  3. Create a tailored portfolio based on your risk tolerance and "best fit" strategy
  4. Actively monitor your investments, adjusting when needed due to life or market changes
  5. Regular check-ins with updates on account performance 

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 501 Silverside Rd., Ste. 117, Wilmington, DE, Phone: 302-351-5660

Investment Advisory Services provided by investment adviser representatives of AssuredPartners Investment Advisors, LLC (“APIA”) dba Lighthouse Financial, a registered investment adviser.  
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