Money is not the goal.

Life Planning & Wealth Advisory for founders, athletes and high-performers who want their financial life to reflect what matters most.

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How We Work

Lighthouse emerging from fog against a cloudy sky.

A partnership rooted in
trust, kindness, and clarity.

Your money should reflect your life…

not the other way around.

You’ve worked hard to build something meaningful. You’re earning a strong income or have found success in your business… But with that success comes complexity, questions, and a sense that it’s time to be more intentional.

We’re here to help you clarify what matters most:

✔ Clarify your priorities
✔ Envision a meaningful life
✔ Align money with values
✔ Organize your finances
✔ Create a personalized plan
✔ Invest with clarity and confidence

See Our Process

As Seen In:

Your Path to a Life Well-Spent

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Explore

Uncover what matters most so your financial life has a clear direction.

Gold arrow drawn on a black background pointing to the right.

Two people sitting on a brown leather sofa in a bright room with large windows, smiling and looking at a laptop on a small white table with pastries, a wireless mouse, and a closed laptop. Working on their financial life plan.

Design

Together, we design a financial life plan that aligns your money with your vision for life.

A couple stands close together, facing a large ornate fountain with statues, in front of a historic building.

Live Well

Put the plan into motion with ongoing partnership, clarity, and confidence.

Schedule an Exploration Call

A smiling man with dark hair and a beard, wearing a navy blazer, beige shirt, and a wristwatch, touching his forehead with his right hand, against a light blue background.

Hi. I’m Bryan!

Financial Planner + Lover of Life

I work with high-achievers who want help making sure their money is supporting the life they actually want.

I believe money is the means, not the end, and that good financial planning starts when you get clear about what matters most.

“Financial Life Planning starts with who you are, not what you have.”

My Story

We Might Be A Good Fit If:

✔ You’re running a busy life and business, and want a steady partner to keep you focused financially.

✔ You’re facing big money questions and want a clear, actionable path forward.

✔ Your financial foundation is strong, but you’re unsure what’s missing or how to prioritize and optimize.

✔ You want to feel more aligned with your partner on how to use your money to build your shared life.

✔ You’re seeking a thoughtful advisor with a network of trusted pros—CPAs, attorneys, agents, therapists, and more.

Most Clients I Work With Are:

Business owners, pro athletes or high-earners in their 30s to 50s

Earning strong income but unsure how to optimize it

Seeking more clarity spending, investing & tax strategies

Feeling the tension between building wealth and living well — in alignment with their values

Focused on good health, joy, purpose and family

Wanting a long-term partner to help navigate financial strategy and life’s bigger questions

Schedule an Exploration Call

What are you waiting for?

This is your one life. You deserve to have a clear path to live it on your terms.

Schedule a Call

Recently on the Blog

Blog

Why I Stopped Wearing My Oura Ring

The downside of tracking everything — and what it taught me about money, health, and actually enjoying your life.

Investing With Intention (Part 1)

An evidence-based investment philosophy for aligning your portfolio with your real life. Learn how Lighthouse Planning uses time horizons, risk, and planning-first portfolio design to help clients invest with intention.

The Uneasy Reality of Investing During Conflict

Markets move through uncertainty, even in uneasy times. A grounded perspective on investing through volatility and conflict.

Highly Rated Advisor: Voice of the Client Award (2026)

Wealthtender awarded Bryan Gum, CFP®, RLP® with its 2026 Voice of the Client Highly Rated Advisor Award on 07-06-26. Rating criteria based on eligible client reviews published on Wealthtender between 07-01-25 and 06-30-26. Although Lighthouse Planning compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients.  View additional award details and FAQs (wt.reviews/awards)