Brighter Financial Guidance

Beacon Financial Partners is a comprehensive planning and wealth management firm that seeks to provide independent, objective advice to our clients, providing the ultimate client planning experience.

The integration of sound financial planning with the innovative investment platform provided by our strategic partner - Capital Analysts, Incorporated - affords a financial service experience unique to our clients.

Our specialty in the application of alternative investments (real estate, oil & gas, private equity, endowment style of investing) has helped investors change the dynamics of their existing portfolio.

Learn more about who we are.


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Securities & Investment Advisory Services Offered Through Capital Analysts, Incorporated, Member FINRA/SIPC.
Beacon Financial Partners and Capital Analysts, Incorporated are independent non-affiliated entities.
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