Our Entrepreneurial Vision
To build a comprehensive planning and wealth management firm that provides independent, objective advice to our clients to provide the "ultimate client planning experience."
The integration of sound financial planning with the innovative investment platform provided by our strategic partner - SMH Capital, Inc. - affords a financial service experience unique to our business.
If you want to take your planning advice to the next level, Beacon provides you with that opportunity. You will be unique, cutting edge, and more valuable than before.
Contact us for more information about a career with Beacon Financial Partners
email | call 216-910-1865
For more information about our firm's structure, click here. (requires Acrobat Reader)
Financial Advisor (download PDF)
Practice Buyout Opportunities (download PDF)
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