A complete list of active advisors currently associated with Beacon Capital Management, LLC
Warmer can help you find a great advisor at Beacon Capital Management, LLC or one who fits your needs even better.
Beacon Capital Management is a wealth management firm that serves individuals, high-net-worth clients, families and businesses, providing discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and third‑party manager allocations. The firm reports roughly $1.27 billion in assets under management across 17 advisors and manages more than 2,000 client relationships. Portfolios are tailored to each client’s risk tolerance, time horizon and objectives and typically use diversified allocations that include institutional-share mutual funds, ETFs, individual equities, fixed income, real estate funds, structured notes and, when appropriate, insurance and annuity products. Beacon conducts fundamental and technical analysis, employs third‑party managers and turnkey platform resources (including a TAMP and institutional custody relationships), and reviews and rebalances client accounts on a regular basis. Compared with many peers, Beacon maintains an affiliated insurance business and its representatives may act as insurance agents who can receive commissions for sales of life, disability and annuity products, a practice the firm discloses as creating a potential conflict of interest. The firm also notes that it may allocate assets to independent third‑party managers and, in some cases, assume responsibility for those managers’ advisory charges so clients are not billed an additional advisory fee for such allocations.
To learn more about the advisors currently working at Beacon Capital Management, 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.
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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.
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