A complete list of active advisors currently associated with Beacon Capital Advisory Group

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

Beacon Capital Advisory Group provides discretionary portfolio management, financial planning, retirement plan investment management (including ERISA Section 3(38) services), and subadvisory services, and offers access to alternative private investments through a third‑party platform. The firm serves individual and high‑net‑worth clients as well as retirement plans and typically charges asset‑based advisory fees for ongoing portfolio management. BCAG tailors investment strategies to each client’s goals, risk tolerance, and time horizon, relying on fundamental analysis and a mix of long‑ and short‑term trading approaches. The firm monitors accounts regularly, may use model allocations, and makes use of options and other derivatives and alternative investments where appropriate to implement client objectives. Noteworthy for a firm of its size, BCAG’s supervised persons are licensed insurance representatives who may offer and sell insurance products for commissions, a practice the brochure discloses as a potential conflict and documents for clients. The firm also provides periodic educational seminars and workshops at no charge and requires clients to use specific custodians for account execution, while disclosing and managing conflicts related to third‑party compensation and alternative investment due diligence.

To learn more about the advisors currently working at Beacon Capital Advisory Group, 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.