White Lighthouse Investment Management, Inc.

White Lighthouse Investment Management, Inc. (CRD# 108030) is a financial advisory firm headquartered in Lexington, MA. They manage $138,900,000 in 369 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    369
    ACCOUNTS
  • Average Account Value
    $376,423
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NH, NY, PA

Financial Advisors at White Lighthouse Investment Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Marina Hernandez
CRD#: 6377638
5 Militia Drive, Suite 205, Lexington, MA 02421
90
Wealthminder
score

Marina Hernandez (CRD# 6377638) is an Investment Advisor Representative working at White Lighthouse Investment Management, Inc. in Lexington, MA and has 1 year of experience in the finance industry. Marina Hernandez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jonathan O. Lachowitz
CRD#: 5778307
5 Militia Drive, Suite 205, Lexington, MA 02421
90
Wealthminder
score

Jonathan Lachowitz (CRD# 5778307) is an Investment Advisor Representative working at White Lighthouse Investment Management, Inc. in Lexington, MA and has 1 year of experience in the finance industry. Jonathan Lachowitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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