Beacon Team

Beacon Advisors

CFP®, Managing Partner, Founding Partner
CFP®, Founding Partner
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MBA, ChFC®, Founding Partner
MBA, Founding Partner
CPA
Financial Advisor
Financial Advisor
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Susan Wanamaker
Nicholas Paterniti

Beacon Support Team

Client Relations Coordinator
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Client Relationship Coordinator
Client Relationship Coordinator

Affiliates / Partners

*Pistone Wealth Advisors is independent and not affiliated with Lincoln Investment, or

Capital Analysts.

CLU, CFP®
Advisory Practice Manager
Advisory Practice Manager
CFP®
CPA, CFP®
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*Tax and CPA services are not offered through, nor supervised by Beacon Financial Advisory, LLC/Beacon Financial Partners, Lincoln Investment or Capital Analysts.  Insurance services are not offered through, or supervised by, the Lincoln Investment Companies. 

Contact Us

(216) 910-1850

Toll-Free: (866) 568-3951

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25825 Science Park Drive, #110 Cleveland, OH 44122

Email: info@beaconplanners.com

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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.

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©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/SIPC. www.lincolninvestment.com

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

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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.  

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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.