Product Description

Wealth Planning & Investment Service, Retirement Income & Distribution Planning, Tax Reduction Planning, Family Wealth Planning, Educational Events & Communication, Personalized Attention, Consulting Services For Businesses

Beacon was formed back in 2006 by our Founding Partners.  Having been frustrated with the limitations placed upon them from working at a large, corporate wealth management firm, they decided to break off and formed Beacon from a desire to provide truly independent financial advice to their clients.
Beacon has tripled in size since 2006 while still maintaining the boutique, personal feel of a local wealth management firm.
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Our advisors operate according to the fiduciary standard, and maintain a sharp focus on doing what’s best for the client at all times.

Because we are an independent firm, our advisors are able to survey the entire financial landscape to find the best products and investments available to help our clients achieve their goals.

We feel Beacon’s client-centric planning approach as well as our intelligent and experienced advisors allow us to stand apart from our competitors.