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Lighthouse Wealth Management, Inc.

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Client assets under management

$215,369,603

Clients

373

13% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

75

High

Average account size

$577,398

About

Lighthouse Wealth Management provides investment advisory and financial planning to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $237.6 million for about 373 clients and operates with a five-advisor team offering discretionary portfolio management, financial planning, and 401(k) consulting services.

Advisory work is individualized through a written investment policy and implemented primarily with mutual funds, ETFs, and other marketable securities, with accounts typically managed on a discretionary basis and reviewed at least quarterly. The firm uses both fundamental and technical analysis, addresses cash management and tax considerations, and requires accounts to be custodied at Charles Schwab.

What is distinctive is that the firm also operates as an accounting practice with licensed CPAs among its principals and provides tax planning and tax return preparation for clients, a combination that is uncommon among peer teams. It is also a licensed insurance agency that offers primarily term life policies and annuities (insurance sales are described as a minimal business and commissions are retained by the firm), and it provides 401(k) consulting as a 3(21) fiduciary including participant education, which together create an integrated advisory, tax, and insurance offering not typical for similar firms.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Income planning Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting General tax planning

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.75% annually $2,000,000 - $4,000,000: 0.50% annually $4,000,000+: 0.30% annually

Project-based

Up to $400 per hour for financial planning for non-investment clients

Other

Account minimum: $250,000

Main office location

Lighthouse Wealth Management, Inc.

1078 Commerce Parkway

Ashland OH 44805, United States

Number of offices

1

Most active in

Florida · North Carolina · Ohio · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Timothy R

Series 65

Ashland, OH

Lighthouse Wealth Management, Inc.

Timothy Rowsey is a Series 65-licensed financial advisor with 25 years of industry experience. He has been with Lighthouse Wealth Management, Inc. since 2011. Lighthouse Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, 401(k) consulting, tax planning, and tax return preparation, combining investment strategies with integrated accounting and insurance services.

General retirement planning Income planning Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting General tax planning Founder/Business Owner Retired
user avatar

Christopher B

CFP®, Series 65

Ashland, OH

Lighthouse Wealth Management, Inc.

Christopher Bevington is a CFP® and holds a Series 65 license, with 16 years of industry experience. He has worked at Lighthouse Wealth Management, Inc. since 2018 and previously spent 20 years at Whitcomb & Hess, Inc. Lighthouse Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, providing discretionary portfolio management, financial planning, and 401(k) consulting. The firm’s approach integrates accounting and tax planning services alongside investment management tailored to client objectives and risk tolerance.

General retirement planning Income planning Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting General tax planning Founder/Business Owner Retired
user avatar

Katherine B

Series 65

Ashland, OH

Lighthouse Wealth Management, Inc.

Katherine Brown is a financial advisor at Lighthouse Wealth Management, Inc. in Ashland, Ohio, holding a Series 65 designation with five years of industry experience. Prior to joining Lighthouse Wealth Management, she worked at Concept Manufacturing, LLC and Fresenius Medical Care, and she has been involved with Southview Grace Brethren Church and Genesis Christian Academy. Lighthouse Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporations by providing discretionary portfolio management, financial planning, and 401(k) consulting. The firm’s integrated accounting capabilities and licensed insurance agency status distinguish its tailored investment approach.

General retirement planning Income planning Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting General tax planning Founder/Business Owner Retired
user avatar

Aaron R

Series 65

Ashland, OH

Lighthouse Wealth Management, Inc.

Aaron Rowsey is a financial advisor at Lighthouse Wealth Management, Inc. in Ashland, OH, holding a Series 65 designation with seven years of industry experience. He has been with Lighthouse Wealth Management since 2013. Lighthouse Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporations by offering discretionary portfolio management, financial planning, and 401(k) consulting. The firm integrates accounting services, including tax planning and return preparation, alongside investment management tailored to client objectives and risk tolerance.

General retirement planning Income planning Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting General tax planning Founder/Business Owner Retired
user avatar

Gregory E

CFP®, Series 66

Ashland, OH

Lighthouse Wealth Management, Inc.

Gregory Emmons is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Lighthouse Wealth Management, Inc. since 2015 and previously worked at Axa Advisors, LLC from 2012 to 2017. Lighthouse Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and 401(k) consulting, with an investment approach that incorporates mutual funds, ETFs, fundamental and technical analysis, and a mix of long- and short-term strategies tailored to client objectives and risk tolerance.

General retirement planning Income planning Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting General tax planning Founder/Business Owner Retired
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