Meet Our Advisors | Meet Our Team | Meet Our Strategic Partners

Through our SMH Capital Affiliation, we have aligned with various strategic entities to provide the best advice and product selection possible. Our due diligence team spent countless hours determining who Beacon Financial Partners would utilize, to not only satisfy the needs of our clients, but exceed their expectations. Here is some of our lineup:

  • Salient Partners - As an investment advisory extension, they provide high level investment expertise highlighted by their successful Endowment Fund.
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  • SMH Investment Banking - Residing in New York City, this group of talented bankers provide merger and acquisition expertise for our business owner clients, as well as product innovation in the areas of private equity and hedge funds
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  • SMH Capital Advisors - Voted one of the top high-yield bond managers in the country by Nelson's World's Best Money Manager. This group is instrumental in providing fixed income solutions.
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  • Dempsey Companies - For insurance solutions, we have partnered with Dempsey. They help with our estate and business planning where advanced knowledge is required.
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  • Pershing LLC - An affiliate of The Bank of New York, and the largest clearing firm in the country, Pershing provides the state-of-the-art trading capabilities necessary.
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