The Beacon Difference
Beacon is an independently owned and operated financial advisory consulting firm. Our advisors answer directly to you, not to a corporate parent or company stockholders. And since we’re not product manufacturers or distributors, we’re able to maintain full objectivity throughout the planning and investment process.
Open Architecture Investment Approach
Beacon’s independent advisors have access to thousands of mutual funds, ETFs, and alternative investments. We are unconstrained in our investment choices; allowing us to craft portfolios that offer the best possible solution for the client.
Accreditations and Experience
Beacon offers “seasoned veteran” advisors to our clients. We’ve been around the block, and know a thing or two about managing money successfully. In addition to our experience, we’ve got the professional accreditation's* to go with it, including CFP® professionals, CPA’s, CFA’s, and JD’s**.
Typically the different aspects of one’s financial life are viewed in a silo, without taking the other parts into consideration. Beacon views each aspect of your financial life as part of a greater whole, allowing us to give more meaningful, coordinated advice.
*Accreditations and registrations are listed after each associates' name on their individual bios.
**JDs are licensed, but not practicing law.