Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Jay H

CFP®

Memphis, TN

Beacon Pointe Advisors, LLC

Jay Healy is a CFP® professional with 22 years of experience in financial advising, currently with Beacon Pointe Advisors, LLC since 2022. Prior to this, he worked for 14 years at Century Wealth Management, LLC. He serves as a board member and chair of the investment committee for the Community Foundation of Greater Memphis. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, including charitable organizations and retirement plans. The firm employs a manager-driven investment approach with both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
user avatar
firm logo

Kenneth G

Series 65

Memphis, TN

Beacon Pointe Advisors, LLC

Kenneth Griffin is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation and five years of industry experience. His career includes roles at Raymond James & Associates and V Tennis prior to joining Beacon Pointe Advisors. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary manager due-diligence process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
user avatar
firm logo

Hugh G

CFP®, Series 66

Memphis, TN

Beacon Pointe Advisors, LLC

Hugh Gates IV is a CFP® professional with 18 years of experience in financial advisory. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2023. His prior roles include positions at Legacy Wealth Management and Delta Asset Management. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary manager selection process and a combination of active and passive investment strategies. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")