A complete list of active advisors currently associated with Beacon Advisors

Warmer can help you find a great advisor at Beacon Advisors or one who fits your needs even better.

Beacon Advisors provides discretionary and non-discretionary investment management, financial planning, and access to independent third‑party money managers for individuals, high‑net‑worth families, estates, trusts, and charitable foundations. The firm also advises on legacy positions and separately managed accounts, reporting approximately $459.6 million in regulatory assets under management across about 60 client relationships as of December 31, 2025. The firm uses a mix of fundamental and technical analysis and implements strategies including long‑term holding, tactical asset allocation, and value investing, with the ability to recommend alternative investments when appropriate. Portfolios may hold meaningful cash allocations, may utilize margin or borrowing for certain non‑investment needs, and the firm leverages an Orion platform for reporting, billing, and administrative support. Noteworthy for a supported RIA, Beacon acts as the sponsor and manager of its own wrap fee program, a service offered by a small minority of peers, and discloses a formal Legacy Management Services offering alongside third‑party manager relationships. The firm’s reported scale—roughly $460 million of AUM managed by three advisors with a standard $1 million account guideline and household aggregation practices—distinguishes its client focus toward larger, multi‑generational relationships.

To learn more about the advisors currently working at Beacon Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Beacon Advisors's office locations.