A complete list of active advisors currently associated with Beacon Capital, LLC

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

Beacon Capital serves individual and high‑net‑worth clients as well as retirement plan sponsors, providing discretionary asset management and limited-scope ERISA 3(21) plan advice. The firm also acts as a referral intermediary to third‑party money managers and delivers ongoing portfolio monitoring and reporting for managed accounts. Portfolios are managed to written client objectives and risk tolerances and the firm describes using fundamental and technical analysis as well as modern portfolio theory when structuring allocations. Beacon offers both direct management and access to third‑party strategies (including wrap and non‑wrap programs that use mutual funds, ETFs and folios) and documents client objectives in an IPS or similar form. Distinctive features disclosed in the brochure include a past criminal conviction and a related FINRA acceptance, waiver and consent, which are noted in the disciplinary section, and the principal’s continuing insurance practice that generates commissions and is disclosed as a conflict of interest. The firm does not list ongoing financial planning as a core service (financial plans are completed or reviewed only on request) and also discloses referral fee arrangements and affiliated‑fund strategies that clients should review for potential conflicts or use of leverage by third‑party managers.

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