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.
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
As Seen In:
Your Path to a Life Well-Spent
Explore
Uncover what matters most so your financial life has a clear direction.
Design
Together, we design a financial life plan that aligns your money with your vision for life.
Live Well
Put the plan into motion with ongoing partnership, clarity, and confidence.
“Financial Life Planning starts with who you are, not what you have.”
Hi. I’m Bryan!
Financial Planner + Lover of Life
“Financial Life Planning starts with who you are, not what you have.”
I believe money is the means, not the end, and that good financial planning starts when you get clear about what matters most.
✔ 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.
We Might Be A Good Fit If:
✔ 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:
What are you waiting for?
This is your one life. You deserve to have a clear path to live it on your terms.
Recently on the Blog
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)
A plain-English guide to Trump Accounts for parents, including the $1,000 federal contribution, investment and tax rules, how they compare to 529 plans and Roth IRAs, and when funding one may—or may not—make sense.