Financial Planning
A coordinated plan that connects every part of your financial life, and adapts as it changes.
Beacon Financial Partners
Integrated Financial Planning & Wealth Management That Puts You First
Your Goals. Your Plan. Brighter Financial Guidance.
Advisors who know your name — and the plan you're working from.
We start by understanding your life and where you want it to go. The financial strategy follows from there.
What We Do
Investment Management
Portfolios designed and managed around your goals, risk tolerance, and income needs.
Retirement Planning
Preparing for the transition into retirement — and managing it well once you're there.
Beacon Financial Partners is a financial planning and wealth management firm in Cleveland, Ohio.
We were founded in 2006 by advisors who believed clients deserved advice free of the constraints of a large corporate firm. Two decades later, we remain an independent firm committed to helping people plan for what matters most to them.
Meet our teamAbout Us
Our Firm
3,000+
Client Households
25
Team Members
12
Independent Advisors
2006
Year Founded
People We Help
Our advisors work with families, professionals, business owners, and retirees at many stages of life. A few of the people we help:
A relationship built around you
Independent
Built around your goals, with the freedom to recommend what fits you.
Planning-led
Investments managed in the context of your whole financial life.
A lasting relationship
A dedicated, independent advisor who stays with you as life changes — not a call center.