Beacon Financial Partners is an independent financial planning and wealth management consulting firm in Northeast Ohio. As an independent firm, we are able to offer unbiased, conflict-free advice to our clients without being bound to a particular set of proprietary products or investments.
"Our goal is to help forward thinking individuals achieve and maintain a more enriched, and meaningful life by delivering bright and informed financial guidance."
Conflict-free guidance and wealth management Beacon Financial Partners is an independently owned and operated financial advisory consulting firm.
Our business structure and approach helps our clients' interests to come first.
Our advisors are able to provide fee-based financial planning services, which enables us to provide you with objective and unbiased financial advice and strategies.
We answer directly to you, not to a corporate parent or to company stockholders. And since we’re not product manufacturers or distributors, we’re able to maintain full objectivity throughout the planning and investment process.
Our independence enables us to provide you with objective financial advice tailored to your individual needs and circumstances. We believe it’s in your best interest to manage your assets without conflicts or restrictions, and with full access to unbiased research.
Focused exclusively on your needs, our clients are affluent or high-net-worth individuals and families, corporate executives at public and private companies, and business owners to whom we provide financial planning, investment advice and asset management, as well as retirement plan advice for small businesses.
Our success is tied to your success:
Our business model allows us to focus on developing long-term relationships built on personal attention and an understanding of your long-term financial goals and desires.
Our experienced financial advisors work with you to create, update and implement your financial plan and are responsible for your investment success and overall satisfaction with Beacon Financial Partners.
Our experience in corporate and small business benefit consulting can help you achieve a balance between highly competitive benefits program and maintaining the bottom-line results you seek.