Advisor Affiliates

We are actively recruiting advisory practices to join our Advisor Affiliate Network. 

Scale matters in the financial advisory space.  It can provide pricing leverage and unlock better customer service with broker-dealers, custodians, and investment companies. 

Beacon makes up a conglomerate of independently functioning financial planning teams that all operate under one roof.  We have actively worked to position ourselves as an advisor friendly firm for independent practices to align with.

Our goal is to provide advisors the opportunity to operate their practices as efficiently and independently as possible without being weighed down by time-intensive work they don’t enjoy.

In 2015 we formed our own R.I.A. to bring an added element of independence to our firm beyond a complete affiliation with a Broker-Dealer.  We feel this is where the advisory world is going, and the hybrid model makes the most sense.

Beacon provides access to an independent, hybrid business model that allows our affiliates to maintain ownership of their practice, brand, and revenue flows while plugging into Beacon to take advantage of what we have to offer. 

The Beacon Advantage

An affiliation with Beacon offers independence via RIA access, higher payouts, technology tools, automated rebalancing, additional advisor support, and succession planning.

  

By aligning with us, advisors can outsource:

  • Payroll

  • Fee billing

  • Staff oversight

  • Compliance

  • B/D issue resolution

Beacon utilizes TD Ameritrade and Fidelity as custodians for our R.I.A. and Lincoln Investment as our Broker-Dealer.

Who we are a good fit for:

  • Experienced advisors with strong books of business ($300,000+).

  • Advisors looking for succession planning, merger/buyout, or a new firm to align with.

  • Advisors with a “client first” mindset.

Contact Us

25825 Science Park Drive, #110 Cleveland, OH 44122

Tel: (216) 910-1850

Fax: (216) 910-1899

Contact Us

(216) 910-1850

Toll-Free: (866) 568-3951

25825 Science Park Drive, #110 Cleveland, OH 44122

Email: info@beaconplanners.com

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.

©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/SIPCwww.lincolninvestment.com

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

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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