Broker Check
Private Client Vault

Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Finding Your Fit

Lighthouse Financial Advisors is a team of Independent Financial Advisors located in the Dallas / Fort Worth area that offers the convenience of full-service financial resources combined with the benefits of being independent, working for you. We are not an employee of a bank, investment, or insurance services firm. Being independent allows us to offer custom solutions and objective advice while serving our clients through multiple generations.

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

Suggested Content

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Learn More
Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
Learn More
And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Learn More