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Lighthouse Investment Advisors
Lighthouse Investment Advisors is a multi-office RIA serving families and businesses with integrated retirement, tax, and insurance-backed planning...
Lighthouse Investment Advisors
Lighthouse Investment Advisors, Inc. serves individuals, families, and businesses from offices in Baltimore, Palm Beach Gardens, New York, Washington, and Leesburg. The firm structures its client engagements around a four-part process — planning, investment management, insurance integration, and tax strategy — delivered through highly customized financial roadmaps. Its stated mission is to provide clarity and confidence through a partnership model that treats each client's mix of assets, risk tolerance, and legacy goals as the starting point for all recommendations. On the investment side, the firm emphasizes bespoke asset allocation designed to navigate market complexity while preserving principal. The approach leans heavily on insurance-based products — including annuities and risk-mitigation strategies — to help clients protect retirement savings against significant market losses. Insurance solutions are positioned as a core component, complementing managed portfolios structured around each client's income needs and time horizon. The firm does not publicly disclose specific portfolio companies, direct co-investments, or fund commitments. The practice also offers a proprietary client portal, Generational Vault, built to provide 24/7 access to consolidated financial accounts and estate documents. A public-facing risk analysis, titled Color of Money Risk Analysis, serves as an initial engagement tool for prospective clients. While the firm has a presence in five cities, it does not publish the size of its advisory team or the total assets under advisement. Lighthouse Investment Advisors is not structured as an institutional capital allocator, venture platform, or multi-family office. Its structural identity is that of a closely held, insurance-aware registered investment advisor — one whose competitive offering hinges on integrated wealth preservation, legacy planning, and a service model that spans generations rather than short-term investment cycles.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Baltimore
Corporate office
Baltimore, Palm Beach Gardens, New York, Washington, Leesburg, United States
Additional offices
Palm Beach Gardens · New York · Washington · Leesburg
Sector focus
Frequently asked questions
What type of clients does Lighthouse Investment Advisors serve?
The firm works with individuals, families, and businesses seeking financial planning, investment management, and retirement income strategies. Marketing materials emphasize legacy planning and generational wealth transfer alongside baseline wealth management services.
How does Lighthouse Investment Advisors manage investment risk for retirees?
Risk management combines customized asset allocation with a heavy reliance on insurance products. The firm highlights insurance solutions designed to guard against large market drawdowns — a posture that prioritizes principal protection and guaranteed income streams over pure market exposure.
Does the firm operate as a private investment partnership or family office?
No. Despite the name, Lighthouse Investment Advisors is a registered investment advisor serving external clients, not a single-family office or institutional investment partnership. Its business is retail-facing wealth management built on planning, insurance, and tax strategy.
What technology or tools does the firm offer to clients?
Generational Vault, a proprietary client portal, gives clients round-the-clock access to aggregated account views and secure document storage. The firm also uses a public-facing engagement tool called Color of Money Risk Analysis to initiate financial conversations with prospective clients.
From which locations does Lighthouse Investment Advisors operate?
The firm lists offices in Baltimore, Maryland; Palm Beach Gardens, Florida; New York, New York; Washington, DC; and Leesburg, Virginia. This geographic footprint supports a multi-generational client base across the Mid-Atlantic and the Southeast.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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