Beacon Financial Partners

Beacon Financial Partners is a comprehensive planning and wealth management firm that provides 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 - SMH Capital - 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.






	Beacon Financial Partners is a comprehensive planning and wealth management firm that provides 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 - SMH Capital - 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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