About Lighthouse Wealth Management, Inc.
<p>From its offices across south-central Pennsylvania and north-central Maryland, Lighthouse Wealth Management, Inc. works with individuals, families, and business owners on investment management and long-range planning.</p> <p>Founded in 1992, the firm is a fee-only Registered Investment Adviser and operates under a fiduciary standard. As of 2026, Lighthouse Wealth Management reports $0.2B in assets under management.</p> <p>The team supports retirement plan sponsors through <a href="/retirement-plans">retirement plan providers</a> services, including 3(21) fiduciary guidance. It also partners with Brown Plus, an accounting and advisory firm, to coordinate tax and estate planning work alongside the investment and planning relationship.</p> <p>What sets Lighthouse apart is its multi-office footprint in the Harrisburg–Camp Hill area and nearby markets, paired with a structured relationship with an accounting firm for tax-related planning needs.</p> <ul> <li>Fee-only investment management</li> <li>Financial planning for individuals and business owners</li> <li>3(21) retirement plan fiduciary support</li> <li>Estate planning coordination</li> <li>Tax planning coordination through Brown Plus</li> </ul>
Website: https://lighthousewealth.com/
Founded: 1992
Office Locations
- Camp Hill, PA (Headquarters)
- Lancaster, PA
- Frederick, MD
- Westminster, MD
- Hanover, PA
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $199.9M