Overview.
At Lighthouse Advisors, we believe that every financial journey is unique and deserves personalized attention. Based in Coventry, CT, our firm specializes in tax, accounting, payroll, and wealth management services designed to empower individuals and businesses alike.
With decades of experience and a proactive, client-first approach, we go beyond traditional accounting by offering strategic guidance that aligns with your long-term goals. Our team of dedicated professionals is committed to delivering clarity, confidence, and measurable results, making us a trusted partner in building a secure financial future
Our Mission
Empowering Financial Success with Integrity and Insight.
Our mission at Lighthouse Advisors is to provide comprehensive financial solutions that empower our clients to thrive. We are dedicated to building lasting relationships through trust, transparency, and unwavering commitment to excellence.
By offering proactive tax planning, precise accounting, seamless payroll, and strategic wealth management, we aim to simplify complex financial matters and help our clients make informed decisions. Every service we provide is driven by our passion for guiding individuals and businesses toward a more prosperous, secure future.
Our Values.
At Lighthouse Advisors, our values are the foundation of everything we do. They guide our actions, shape our client relationships, and reflect our commitment to providing exceptional financial services. We believe in doing what’s right, delivering quality work, and supporting our clients with honesty and transparency.
Meet the Owner.
Jake Roggenkamp, CPA, is a dedicated financial expert with a passion for helping clients achieve financial clarity and confidence. Originally from Minnesota, Jake built a successful practice in the Midwest, where he earned a reputation for his strategic approach to tax planning, accounting, and financial advisory services. Now, with the expansion of Lighthouse Advisors into Coventry, CT, Jake is proud to bring his expertise and commitment to excellence to the greater Connecticut area.
Jake’s approach goes beyond traditional accounting; he believes in building lasting relationships and offering insights that make a real difference in his clients’ financial lives. Whether he’s working with individuals, families, or businesses, Jake’s mission is to provide guidance that empowers clients to reach their goals with clarity and purpose.
