
At Beacon Financial Partners and Beacon Financial Advisory, we value our relationship with our clients. Together with your financial professional, we are here to help you plan and invest for your legacy and the life that you want to live. The Relationship Summaries below highlight the services we offer, our fees, standards and additional resources to help you stay informed. As a client or prospective client, you have access to summaries and resources to help guide you in your conversation with your financial professional.
Disclosure Links
Beacon Financial Advisory LLC
Lincoln Investment Planning, LLC
Capital Analysts, LLC
TD Ameritrade Institutional Disclosure Packet
2023 ADV Part 2A Material Changes
2023 Wrap Program Brochure Material Changes
Advisor Bios
Click below to view your financial professional's bio, Form ADV2b
Daniel Bonder
Beacon Financial Advisory ADV Part2b
The Lincoln Companies ADV Part2b
Jeremy Clark
Beacon Financial Advisory ADV Part2b
The Lincoln Companies ADV Part2b
Bryan Costin
Beacon Financial Advisory ADV Part2b
The Lincoln Companies ADV Part2b
Spencer Dieck
Beacon Financial Advisory ADV Part2b
Deborah George
Beacon Financial Advisory ADV Part2b
Thomas Genco
Beacon Financial Advisory ADV Part2b
The Lincoln Companies ADV Part2b
William Matejka, AAMS(R)
Beacon Financial Advisory ADV Part2b
The Lincoln Companies ADV Part 2b
Jonathan Mistofsky
Beacon Financial Advisory ADV Part 2b
The Lincoln Companies ADV Part2b
Karyn Pistone
Beacon Financial Advisory ADV Part 2b
Gregory Randall
Beacon Financial Advisory ADV Part2b
The Lincoln Companies ADV Part2b
Karl Randall
Beacon Financial Advisory ADV Part2b
The Lincoln Companies ADV Part2b
Joseph Randazzo
Beacon Financial Advisory ADV Part2b
The Lincoln Companies ADV Part2b
Dale Rubin
Beacon Financial Advisory ADV Part2b
The Lincoln Companies ADV Part2b
David Stone
Beacon Financial Advisory ADV Part2b
The Lincoln Companies ADV Part2b
Raymond Tropp
Beacon Financial Advisory ADV Part2b
The Lincoln Companies ADV Part2b
David Taucher
Beacon Financial Advisory ADV Part2b
Susan Wanamaker
The Lincoln Companies ADV Part2b
Alan Yanowitz
Beacon Financial Advisory ADV Part2b
The Lincoln Companies ADV Part2b