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

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

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.

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