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