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.
Beacon Financial Advisory LLC
David Olson, ChFC(R), MBA
Peter Franz, CFA, CFP(R)
Bryan Costin, CPA*, CFP(R)
*CPA services are not offered through, or supervised by, Lincoln Investment, Capital Analysts, or Beacon Financial Partners.