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At Beacon, 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.
Disclosure Links
Beacon Financial Advisory LLC
Lincoln Investment Planning, LLC
Capital Analysts, LLC
TD Ameritrade Institutional Disclosure Packet
Advisor Bios
David Olson, ChFC(R), MBA
Beacon Financial Advisory ADV Part2b
The Lincoln Companies ADV Part2b
Bryan Costin, CPA*, CFP(R)
Beacon Financial Advisory ADV Part2b
The Lincoln Companies ADV Part2b
Nicholas Paterniti
Beacon Financial Advisory ADV Part2b
The Lincoln Companies ADV Part2b
*CPA services are not offered through, or supervised by, Lincoln Investment, Capital Analysts, or Beacon Financial Partners.
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