A complete list of active advisors currently associated with Beacon Financial Advisers, Inc.

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

Beacon Financial Advisers serves individuals (including high-net-worth clients) as well as trusts, qualified retirement plans, corporations, and not-for-profit entities, advising roughly $108.8 million across about 96 households. The firm provides fee-only wealth and asset management programs, comprehensive financial planning, a-la-carte advisory services, and a separate qualified retirement plan program. The firm’s process begins with a written Financial Goals Plan and a household wealth assessment that drive an Investment Policy Statement used to implement and review discretionary portfolios; accounts are reviewed semi‑annually with IPS reviews at least annually or as client circumstances change. Investment implementation emphasizes long-term, globally diversified allocations across a dozen broad asset classes with a value bias, and the firm uses institutional investment vehicles and rebalancing guided by its investment committee. Noteworthy distinctions include an ownership-affiliated certified public accounting firm (Jones, McKnight & Edmonson, P.C.) that operates autonomously and is disclosed in the brochure, and the firm’s regular provision of educational seminars and workshops (generally offered free to individual attendees and negotiated for business engagements). The firm also highlights its accounting and financial planning origins and credentials (CPA/PFS/CFP among principals) and its authorization to access certain institutional mutual funds not broadly available to the public, which can broaden implementation options for clients.

To learn more about the advisors currently working at Beacon Financial Advisers, Inc., 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.