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About Us


Kathy Williams, RFC  President of Advance Financial Lighthouse

The Story of Our Name

Welcome to Advance Financial Lighthouse, a wealth management firm, established February, 1998, We are dedicated to placing clients at the forefront while revolutionizing their financial well-being. Our beacon, the Lighthouse, embodies the guidance and collaborative spirit we extend to our clients. It signifies a voyage toward financial freedom, independence and strength fueled by our unwavering dedication to empowering individuals, families, and businesses to unlock their fullest potential and attain their financial aspirations.

Our Strength

Our strength lies in merging comprehensive financial planning, behavioral financial advice, life planning coaching and financial psychology. This fusion empowers, motivates, educates, and sustains you throughout your financial journey, leveraging your strengths, values, objectives, and a positive outlook as integral parts of our distinct client-centric approach.

How We Work

We offer tailored support and counsel, unveiling invaluable insights and solutions that might have been overlooked elsewhere. Like a lighthouse, we guide you through the turbulent waters of financial hurdles, providing a guiding light and direction to keep you aligned with your personal objectives, and help you to Plan, Accumulate, Grow, Preserve and Manage your wealth for you and future generations.

Continuous Enhancement of Our Approaches

Our pursuit is a continual refinement of our approaches, elevation of our expertise, and the delivery of exceptional services. Through persistence and resolve, we aid you in staying on track, collaborating with you and other professionals to attain enduring success. Our name encapsulates our mission—to illuminate the path toward a brighter, more prosperous tomorrow for you.

Our Mission

Our mission is to enhance the well-being of every client by empowering them financially. We are committed to utilizing all available resources to ensure your financial strength, progress and independence. We will support you throughout your journey, providing guidance and assistance at every stage.


Our Ethics and Principals

Our simple yet profound truth is your best interests and fair dealings will always be our top priority. We serve as fiduciaries, which legally binds us to put our clients’ interests ahead of our own. We believe in establishing a long-term, meaningful connection that encourages open and honest communication. We strive to keep our promises. We work hard earning your trust and helping you feel comfortable.

We Believe Financial Planning Should Be Accessible To All to Grow and Preserve Wealth

Our Lighthouse Team

Our Lighthouse Team

We create strategies that are tailored to your needs and goals.

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Our Way

Our Way

Years of experience have prepared us to guide you through your financial road map our way.

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Our Client Experience

Our Client Experience

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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