Barry Korb (CFP®, MS)

Barry Korb focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Federal Employees
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules

Planning Specialties

Lighthouse Financial Planning, LLC's (LFP) Vision --
  • Lighthouses serve as beacons of strength, resolve, safety and hope. Lighthouses mark dangerous courses to be avoided and offer safe entries to the harbors of our dreams. They operate from a solid base, offering long-term, objective and valuable services through good and bad times to those folk from all walks-of-life who heed their messages.
  • LFP is committed to using its expertise and  experience to leave the world and those we serve better off.
  • While LFP offers its clients professional, objective investment advice and asset management, we chose to compliment the name Lighthouse with the term Financial Planning in our firm’s name to covey the context in which we prefer to offer all our services, including asset management. We believe it is important to first define your goals, address your risks, and plan for the expected and unexpected, be they taxes, incapacity, death, unforeseen liabilities, or retirement before one turns to addressing investments in the context of your individual risk tolerance and situation.
  • Headquartered in Potomac, Maryland, LFP also  meets with clients in Fairfax, VA,  and Rockland County and Manhattan, NY.
  • As it increasingly focuses on a wealthier clientele with more complex financial planning issues, LFP is ensuring that it continues to serve the middle class market.

Additional Information

  • Barry Korb, Principal of Lighthouse Financial Planning, LLC earned a BS in Mathematics from the University of Maryland, an MS in Physics from Rutgers (NASA Fellowship), and completed additional graduate course work in Economics, Statistics and Operations Research at George Washington University.
  • He earned a Certificate in Financial Planning from Florida Institute of Technology in March, 2000, received his Certified Financial Planner® designation in July, 2000 and started his own financial planning business, Lighthouse Financial Planning, in 2003.
  • Mr. Korb is the immediate past President of  NAPFA’s Metro DC study group. He has been quoted in the popular and trade press including 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; and on Alternative Minimum Tax Policy in "Investment News", April 2, 2007.

NAPFA Start Date

April 20, 1999

Submit
Submit

This Office

1515 Allview Dr Potomac, MD 20854-2618 Phone: (301) 996-7044 Fax: (301) 424-7044