Honest guidance that helps you understand your money, protect your future, and feel ready for whatever comes next.
A business, a career, a life that’s full. The financial side has grown more complex along the way, and spreadsheets and good intentions aren’t enough anymore.
You don’t need more noise. You need clarity, coordination, and a system that runs quietly in the background —
so you can focus on what actually deserves your attention.
Our philosophy is simple:
We believe financial planning
should BE clear, calm,
and WORK in real life.
Down-to-earth. No jargon.
If it’s not clear, it’s not helpful. We explain things in plain language and make sure you understand what’s happening and why.
Independent advice
We’re not owned by a bank and we’re not tied to a product shelf. Our recommendations start with your situation, nothing else.
People Before Portfolios
Your life drives the plan. The goal is confidence, time back, and a system that supports what matters most.
Continuous Support
Your plan isn’t a one-time document. We stay involved, review proactively, and adjust as your life, business, and priorities evolve..
Down-to-earth. No jargon.
If it’s not clear, it’s not helpful. We explain things in plain language and make sure you understand what’s happening and why.
Independent advice
We’re not owned by a bank and we’re not tied to a product shelf. Our recommendations start with your situation, nothing else.
People Before Portfolios
Your life drives the plan. The goal is confidence, time back, and a system that supports what matters most.
Continuous Support
Your plan isn’t a one-time document. We stay involved, review proactively, and adjust as your life, business, and priorities evolve..
Built to feel clear, structured, and human — whether you need a full planning relationship, guided investing, or independent protection advice.
For families, professionals, and business owners who want coverage that actually fits their life, their risk, and their long-term plan.
For people making meaningful financial decisions and wanting the full picture in one place — retirement, tax, estate, business structure, and the what-ifs that shape your future.
For people who want professional oversight, broader investment access, and less second-guessing — without being talked down to or asked to do everything alone.
Serious thinking, delivered in a way that still feels human.
01
KNOW YOUR NUMBERS
We build a clear snapshot of your income, assets, obligations, and goals so decisions are grounded in reality, not assumption.
BUILD GREAT SYSTEMS
Investing, tax strategy, and protection should work quietly in the background. We design a structure that supports your life instead of distracting from it.
ONGOING SUPPORT
We check in regularly, make changes when they’re needed, and stay available. You’re not left guessing or chasing updates.
Working with Lantern feels easy. We are around, we get back to you, and we do not overcomplicate things. You get clear advice, steady thinking, and people who can explain the numbers without making you feel like you need a finance degree first.
Dave is a financial planner who has worked across the industry since 2011, from big banks to building a more personal practice of his own.
He’s known for being direct, approachable, and genuinely invested in helping people make confident decisions about retirement, family, and the life they want to build.
David brings an engineer’s mind and a calm, structured approach to financial planning.
After retiring from his first career in 2024, he joined Lantern Wealth to help turn complexity into clear systems, rational thinking, and practical support.
Seriously—give it a watch. A special message from Dave.
We work with business owners, professionals, and families who are doing well financially but don’t have the time, or desire, to manage everything themselves.
Short answer, yes, but we don’t list it here because we don’t want to discourage you from reaching out. The best first step is our fit check; it helps determine if we’re the right fit. If not, we are still happy to have a conversation, give you some tips and point you in the right direction.
Yes, and we prefer it. We regularly coordinate with your accountant and lawyer to make sure everything is aligned and as seamless as possible for you; the less you have to do the better.
Start with our fit check form. From there, we’ll connect for a conversation, learn about your situation, and provide value upfront before any commitments are made. You will see our value first hand before we ask for a dollar of your hard earned money.
No. We start with financial planning and build from there, investments, insurance, and overall strategy, so everything works together toward your goals.
Here are the next steps:
Fill out our Fit Check questionnaire to determine the best service for your needs.
Not ready to get connected?
Check us out on social media for financial advice to feel clearer about your future today.
