Advance Financial Lighthouse

Founder, Family Wealth Manager

405-843-2380 Info@financiallighthouse.net

A fee-based, fiduciary financial advisor in Oklahoma City — serving clients nationwide.For over thirty years, Advance Financial Lighthouse has helped Oklahoma City families, women, and professionals build financial resilience, independence, and lasting wealth.

Founded by Kathy Williams, RFC®, our firm was built on a simple belief: your money should reflect everything you stand for — your goals, your family, your values, your legacy.

As a fee-based fiduciary firm, we are legally and ethically bound to put your interests first — every recommendation, every decision, every time. No commissions on products you do not need. No advice that benefits us more than you. Just transparent, personalized financial planning and investment management built around your life.

We provide financial planning for women, retirement planning for couples, wealth management for families, sudden wealth and inheritance planning, financial advice for African American families, and federal employee retirement planning.

Whether you are navigating a major life transition or building toward the next chapter, we walk beside you through every market cycle and every season of life. Steady. Purposeful. Always in your corner.

Schedule a complimentary 20-minute introduction call.