Lighthouse Financial Group, LLC

About

Lighthouse Financial Group is a family-owned financial planning firm rooted right here on Wilmington Island. Led by advisor Wendy Wallace and her daughter and Vice President Moya Campbell, we take a deeply personal approach to helping our clients navigate retirement with confidence and clarity.

We specialize in comprehensive retirement income planning ' working with individuals and couples to build dependable, lifelong income strategies by putting their assets to work in the most strategic way possible. From coordinating with pensions and Social Security to long-term care planning, wealth transfer, and estate planning services, including wills and trusts, we offer a full suite of financial services under one roof. While much of our work centers around those approaching or entering retirement, we welcome clients of all ages who are serious about building and protecting their financial future.

With over $7.5 million in assets under management, we've built our reputation one relationship at a time. Our clients don't just feel financially secure ' they feel genuinely cared for.

As a small, local, family business, we're proud to be part of this community. We believe in treating every client like family, and we bring that same warmth and commitment to every partnership we build.