Lighthouse Financial

Lighthouse Financial is a regional, boutique, financial services firm that consist of 5 advisors. Some of our professionals have backgrounds as CPAs, or have experience with estate planning strategies.

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Lighthouse Financial
Lighthouse Financial

Lighthouse Financial is a regional, boutique, financial services firm that consist of 5 advisors. Some of our professionals have backgrounds as CPAs, or have experience with estate planning strategies. Our combined experience is over 60 years with the oldest in their 50’s and the youngest in their 20’s. We have offices in Rogers & Bentonville, AR and Tulsa & Edmond OK. We focus on working with high income and high net worth individuals to help them plan for... and more importantly REACH ... their financial goals. We at Lighthouse Financial make no attempt to time markets, and we cannot nor, are we convinced, that anyone else can consistently project future performance of investments. Generally our experience has been that successful investing is goal-focused and planning-driven. Most of the mistakes we’ve observed were based on market-focused and performance-driven strategies. It is our belief that truly successful investors act continuously on a financial plan---tuning out the fads and fears of the moment---while failing investors continually and randomly reacting to economic and market news. In a nutshell, we are a planning firm rather than a prognosticator. We believe our highest value services are planning and behavioral coaching, helping our clients avoid overreacting to market events both negative and positive.


Address: 3704 W. Southern Hills Blvd, Suite 100, Rogers, AR 72758, USA

Phone: +1 479 696 8234
FAX: