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We Encourage, Empower and Educate  

A Message from Kathy Williams, President and Family Wealth Advisor

At Advance Financial Lighthouse, we believe financial planning is not only for the rich, but for everyone. We have witnessed how devastating life can be for individuals and families who are not empowered with financial education, financial preparation or adequate resources. 

We are a fee-based financial planning and wealth management firm that provides financial guidance to small business owners, high-achieving professional/career individuals or couples in the baby-boomer, gen-X, and millennial generations.

The mission of our team is to help individuals and families become savvier with money. Our goal is to help Plan, Accumulate, Grow and help Preserve your wealth for the next generation.

When you are under our watch your concerns, values and purpose for your money are our concerns. We want to help you design the life and the legacy you desire.

Every person is the architect of their financial future.  Our mission is to help change your financial life by offering sound financial strategies.

We want to help you build the financial life you desire so that you can live the life you want to live today and in the future.

We could not be prouder of the work we do every day.

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Our Difference

Our Difference

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Our Process

Our Process

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