Lighthouse Financial Planning
Fee-Only financial planner located in Potomac, MD, serving clients locally and across the country
Picking up on a long-time interest in personal financial planning, Mr. Korb worked part time at a prestigious Bethesda, Maryland-based fee-only financial planning firm where he performed such tasks as introducing Monte Caro techniques, drafting an enhanced Investment Policy Statement template, revising investment education material for clients and exploring integrating office systems.
Mr. Korb earned a Certificate in Financial Planning from Florida Institute of Technology in March, 2000, and received his Certified Financial Planner® designation in July, 2000. He started his own financial planning business, Lighthouse Financial Planning, in 2003. He has earned numerous continuing education credits (CEUs) in the financial planning field since that time. Mr. Korb is a registered Investment Advisor Representative, and a licensed Life and Health Insurance Advisor in the State of Maryland.
Mr. Korb is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). He is currently the leader of the NAPFA Metropolitan DC Study Group. He has volunteered for Kiplinger-NAPFA financial planning call-in days and regularly participates in professional conferences sponsored by NAPFA, FPA, and other organizations.
Mr. Korb has been quoted numerous times in the popular and trade press. He was quoted on "Changes Chalked up for 403(b)s" in Consumer Reports Money Advisor, March 2008; on Long-Term Care Insurance in the Ladies Home Journal, May 2007; on Alternative Minimum Tax Policy in Investment News, April 2, 2007; on taking full advantage of tax saving opportunities with 401(k) plans, traditional and Roth IRAs in Fidelity Investor's Weekly, Personal Finance Newsletter, July 4, 2005.
Mr. Korb is married with two married children and four young grandchildren. He still finds time for racquetball and sailing.
Barry Korb is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
LFP is headquartered in Potomac, Maryland, and recently opened an office in Bardonia, New York. LFP is a small, growing firm that offers personal service. We are always available to answer your calls and address your questions.
LFP uses TD Ameritrade as its broker-dealer for securities transactions, and custody of some client funds. Dimensional Fund Advisors, among others, is a frequent choice for mutual fund investments. LFP is listed in Standard and Poors' Directory of Investment Advisors and in Consumer Research Council of America's Top Financial Advisors (2008).
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Barry Korb is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Barry Korb is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Barry Korb is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Barry Korb
1515 Allview Drive
Potomac, MD 20854