About Lighthouse Wealth Advisory

The first known lighthouse was built around 280 BC in Alexandria, Egypt, and was renowned as one of the Seven Wonders of the Ancient World. Ever since then, lighthouses have served as beacons of light, warning mariners of hazards and guiding them to their destinations.

Lighthouse Wealth Advisory's founder and lead Wealth Management Advisor Patrick Barker has been serving his clients for nearly 20 years with the same guiding principles. Just like a lighthouse, our team's mission is to help our clients navigate through life’s challenges and opportunities, ensuring they reach their financial goals safely with confidence and clarity.

Every day, Lighthouse Wealth Advisory provides holistic planning to ensure our client’s financial protection, optimization, and growth. Through a series of personalized meetings, our team will craft a customized financial plan to help facilitate in achieving your goals. We believe in fostering lasting client relationships with regular touchpoints to guide you and the flexibility to reconnect for assistance at any time. Our team is dedicated towards understanding each client's unique aspirations and financial circumstances throughout the different phases of your life.

Our Mission

Welcome from Patrick Barker & Team

According to a survey from GoBankingRates, 1 in every 3 Americans has saved $0 for retirement!

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children, and enter retirement. Our team can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your goals for the future.

Achieving financial security takes more than creating a comprehensive plan; you also need to act on your plan, evaluate the plan annually, and make strategic adjustments over time. Together, we’ll develop an adaptable timeline to safeguard you and your family paired with a personalized roadmap to achieving your long-term savings goals.

Team Barker

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4