Beacon Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$209,838,795
Clients
47
Advisors
3
of 4 employees
About
Beacon Financial Advisors serves individuals and families—including high‑net‑worth clients—along with trusts, charitable organizations, and employer-sponsored retirement plans, providing financial planning, discretionary asset management, and retirement plan consulting. With three advisory professionals overseeing roughly $228 million in client assets across about 47 relationships, the firm structures services around a limited, relationship-focused client roster.
Portfolios are built using classic asset-allocation principles and a mix of professional third‑party managers, mutual funds and ETFs, with tactical and strategic allocations, periodic rebalancing, and tax-loss harvesting as appropriate. Beacon offers coordinated financial planning and asset management and operates an in‑house wrap-fee program (the Beacon Private Wealth Program), managing wrap and non-wrap accounts with the same investment processes.
Distinctive features for a firm of this size include acting as sponsor and portfolio manager for its own wrap fee program and maintaining advisers who are licensed insurance agents, both of which the brochure discloses as potential conflicts of interest. The firm also provides ERISA fiduciary services (3(21) and 3(38)) for retirement plans and, on a limited basis, may act as trustee or implement standing transfer authorizations, necessitating additional custody safeguards.
Client services
Expertise
Occupation focus
Fee options
Up to $200,000 per annum for financial planning services; fixed fees negotiated in advance for retirement plan consulting
$0 - $2,000,000: 1.00% $2,000,001 - $3,500,000: 0.75% $3,500,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Up to $1,000 per hour for Investment Adviser Representatives; up to $500 per hour for Support Staff; up to $500 per hour or less for retirement plan consulting
Account minimum: $1,000,000
Main office
800 Westchester Avenue, Suite 641 North
Rye Brook NY 10573-1360
Advisors at this office
3
Most active in
Connecticut · New York · Texas
Also doing business as
Beacon Financial Advisors · Beacon Financial Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ronald R
Series 63, Series 65
Rye Brook, NY
Beacon Financial Advisors
Ronald Robins is a financial advisor at Beacon Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beacon since 2000. Outside of his advisory role, Robins is a licensed insurance agent and serves as president of Family Stewards Inc., a business related to his investment activities. Beacon Financial Advisors is an independent wealth advisory firm serving individuals, families, trusts, charitable organizations, and retirement plans. The firm offers financial planning and discretionary asset management through a multi-step planning process and employs a mix of active and passive strategies, including its own wrap fee program.
Benjamin R
CFP®, CFA®, Series 63
Rye Brook, NY
Beacon Financial Advisors
Benjamin Robins is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at Beacon Financial Advisors since 2015. His credentials also include the Series 63 license. Outside of his advisory role, he is a licensed insurance agent involved in insurance sales. Beacon Financial Advisors is an independent wealth advisory firm that provides financial planning and discretionary asset management to individuals, families, trusts, charitable organizations, and retirement plans. The firm employs a multi-step planning process and combines strategic and tactical asset allocation using both active and passive managers.
Connor A
Series 65
Rye Brook, NY
Beacon Financial Advisors
Connor Abernathy is a financial advisor at Beacon Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., First Republic Bank, and Success Academy Charter Schools. Beacon Financial Advisors is an independent wealth advisory firm serving individuals, families, trusts, charitable organizations, and retirement plans. The firm offers financial planning and discretionary asset management, utilizing a multi-step planning process and a mix of active and passive managers, and is notable for sponsoring its own wrap fee program.
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