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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 Analyst 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. 

Strategic Partners

 

Through our Lincoln Investment Planning, LLC., affiliation, Beacon advisors have aligned with various strategic entities to provide our clients with knowledgeable advice and a wide range of products. Our due diligence team spent countless hours determining who Beacon Financial Partners would utilize,to not only satisfy the needs of our clients, but exceed their expectations.


A full-service broker-dealer focused on providing management knowledge and experience through proprietary asset management platforms and totally integrated technology. Capital Analysts, a Registered Investment Adviser, utilizes Pershing LLC as it's clearing firm - one of the largest in the world. The operational leverage available through our affiliation enables our advisors to focus on growing their practices efficiently and at less cost.

 

Clearing firm of Capital Analysts.,  an affiliate of The Bank of New York, and the largest clearing firm in the country, Pershing provides the state-of-the-art trading capabilities necessary.

 

 

TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisers (RIAs). Their advanced technology platform, coupled with personal support from their dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients. They provide a robust offering of products, programs, and services designed to help advisors build their businesses and do the best possible job they can to help their clients with their financial goals. 

 

Fidelity Institutional offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms. Nearly 10,000 financial advisory firms rely on Fidelity Institutional's innovative technology and deep knowledge to help more than 4 million investors make some of the most complex, important decisions of their lives. Fidelity Institutional's goal is to help clients thrive by supporting the growth of their businesses, enhancing their operational efficiency and delivering insights that help to drive confidence, clarity and results.

Under the umbrella of Fidelity Institutional are several distinct business units with more than $1.9 trillion in assets under administration (AUA). The group also supports all technology platforms, infrastructure, operations, risk management and management designed to benefit Fidelity Institutional's clients.