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

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

Beacon provides financial planning, financial consultations, and tax preparation to a mix of clients that include individuals, trusts, estates, charitable organizations, and business entities. The firm operates as a solo independent advisor that produces written evaluations and recommendations but does not custody client assets. Services are tailored through personal consultations and cover comprehensive planning topics such as cash flow, retirement and capital needs analysis, estate reviews, insurance, college funding, and income tax planning, with recommendations informed by fundamental analysis and third‑party research. The firm does not implement securities trades or manage client portfolios; clients retain control and are expected to execute implementation through custodians of their choice. The firm is distinctive among peers in relying on hourly billing rather than percentage‑of‑assets‑under‑management arrangements and in explicitly not providing portfolio management or custody services for individual accounts. Its principal’s dual CPA and CFP credentials, participation in a nationwide fee‑only planning network, and the provision of tax preparation and educational publications reflect a combined planning, tax, and education focus rather than an ongoing asset‑management model.

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