The Beacon Difference

Independence

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**.

Comprehensive Approach

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.

Our Products and Services

Investments

ETFs, Mutual Fund Strategies, Private Money Managers,  Stocks, Bonds, Options, Managed Futures

Planning Services

Investments, Retirement, Business, Estate, Charitable, Insurance

Employee Benefits

401(k) Plans, Profit Sharing Plan, Cash Balance Plans, Deferred Compensation, Group Life, Health, and Disability

Insurance

Life, Disability, Long-Term Care

Retirement Plan Advisors

Beacon has extensive experience helping a broad range of companies develop and implement retirement plans.  We manage and act as the advisor on retirement plans for small to medium sized businesses.

Insurance services are not offered through, or supervised by, The Lincoln Investment Companies

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/SIPC. www.lincolninvestment.com

Beacon Financial Advisory, LLC/Beacon Financial Partners, BeaconCFO,  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. 

Â