Why Beacon?

Independence

Beacon's financial advisors have a duty to all clients.  It is our responsibility to provide fair and full disclosure of all material facts and act solely in the best interest of each of our clients at all times.  We have no “hidden agenda” or drive to sell any financial product in particular. 

Unbiased Investment Advice

Beacon Financial values unbiased investment research and advice. We have access to many independent research resources as well as Lincoln Investment's CAAMS in-house research team, which has more than 4 CFAs. We thoroughly analyze products  and only select investments that are best suited to our clients' needs. Beacon offers no proprietary products, investment banking business, or any other conflicts that may get in the way of providing independent, objective, and unbiased investment recommendations.

Comprehensive Approach

Beacon Financial Partners believes it is important to take a holistic approach to financial planning. Taking a holistic approach to financial planning can help in providing direction and meaning to your financial life. Typically, the different aspects of people's finances are viewed in a silo, never taking the others into consideration. By viewing each aspect as part of a greater whole, you can better consider it's short and long-term effects on your future.

Knowing that financial planning is an on-going, dynamic process, we offer our clients periodic service meetings, portfolio rebalancing, and retirement planning. As your needs change our investment strategy will change to meet your current financial situation.

"Open ARCHITECTURE"
Investment Approach

Beacon's independent advisors have access to thousands of mutual funds, ETFs, and alternative investments. Free from the constraint of proprietary products and investment banking relationships we are able to work with our clients on a more personal basis to determine which investment options are best suited to their unique financial situation and risk-tolerance.

Competitive Rates & Pricing

Beacon's financial advisors offer clients the opportunity to work with us on a fee-only basis. This allows us to offer truly objective financial advice and align our goals with our clients' goals. Through our fee-only program we are able to adjust your investment portfolio without requiring you to pay commissions. Most importantly, since annual fees are based on total assets under management, fee-only asset management ties our compensation directly to the performance of your account, helping to elminate any conflicts of interest.

Exceptional Personal Service

Beacon's financial advisors offers exceptional personal service. Each client works directly with an advisor when making important investment decisions. In addition, every client is assigned to a Client Services Manager. We are committed to accommodating our individual client’s needs and answering their important questions within 24 hours.

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. 

  • Facebook
  • Twitter

©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.  

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.