A financial firm in Cleveland dedicated to helping you build, protect and preserve your wealth through comprehensive financial planning and investment management.

 

What We Do

Financial Planning and Investment Management for individuals and families. 

Our advisors partner with people to help them plan out their finances, manage their investment accounts, and make smart financial decisions.

Beacon advisors provide holistic financial advice that may involve the following topics: investments, budgeting, retirement planning, insurance planning, estate planning, college savings, charitable giving, and tax-efficient investing. 

Whether you're a professional looking to have your investments managed, a pre-retiree trying to understand what retirement looks like, or a seasoned retirement vet, we've got a great group of professionals who are excited to help you connect the dots in your financial life.

Our Advisor's Process

Learn

We’ll work closely with you to understand your goals, values, current financial status, income needs and the future you imagine for yourself.

Plan

We’ll develop a plan that will be reviewed with you, outlining recommended solutions and strategies to consider.

Implement

We'll help you execute your plan, selecting the tools and resources necessary to implement your strategy.  

How Do We Help Get Our Clients to their Goals?

Over the last thirteen years, Beacon has continually studied and researched the most effective ways to manage money and guide our clients towards intelligent financial decision making.  

 

Our investment philosophy is driven by comprehensive academic research.  We don’t pick hot stocks, we don’t try to outguess the market and we don’t believe in “get rich quick” schemes.   Instead, we embrace fundamental truths that have withstood the test of time, and apply these truths to the portfolios we manage to help control investment risk and capture predictable returns.

Beacon's Story

Beacon was formed back in 2006 by our six founding partners.  Having been frustrated with the limitations placed upon them from working at a large, corporate wealth management firm, they decided to break off and formed Beacon with a desire to provide independent financial advice to their clients.

Beacon has tripled in size since 2006 while still maintaining the boutique, personal feel of a local wealth management firm.  Our advisors operating according to the fiduciary standard, and maintain a sharp focus on doing what's best for the client at all times.  Because we are an independent firm, our advisors are able to survey the entire financial landscape to find the best products and investments available to help our clients achieve their goals.

 

We feel Beacon’s client-centric planning approach as well as our intelligent and experienced advisors allow us to stand apart from our competitors.   

Recognition

Beacon Financial Advisory, LLC was recognized as one of the Top Advisory Firms in Cleveland by Smart Asset in 2019.

Strategic Partners

Contact Us

25825 Science Park Drive Suite 110, Cleveland, OH 44122

Phone Number: (216) 910-1850

Email: info@beaconplanners.com

Contact Us

(216) 910-1850

Toll-Free: (866) 568-3951

25825 Science Park Drive, #110 Cleveland, OH 44122

Email: info@beaconplanners.com

Check the background of your financial adviser on Finra Broker Check. 

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©2020 Beacon Financial Partners

Beacon Financial Partners, LLC. All Rights Reserved

Rankings are not indicative of future performance and are no guarantee of future financial success. Firms do not pay a fee to be placed on the list. For source and details of rankings, click here.

©2020 Beacon Financial Partners | (216) 910-1850 | toll-free (866) 568-3951 | Beacon Financial Partners, LLC. All Rights Reserved

 

Advisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisers.

Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPCwww.lincolninvestment.com

Beacon Financial Advisory, LLC/Beacon Financial Partners, BeaconCFO,  and the above firms are independent and non-affiliated.

IMPORTANT INFORMATION:

This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States.  Lincoln Investment, Capital Analysts, and Beacon Financial Advisory LLC are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states.  Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.  

When you link to any of these websites provided here, you are leaving this site.  We make no representation as to the completeness or accuracy of information provided at these sites.  Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites.  When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.  Calculators are provided only as general self-help planning tools.  Results depend on many factors, including the assumptions you provide and may vary with each use and over time.  We do not guarantee their accuracy, or applicability to your circumstances.  Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts.