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

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

Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high‑net‑worth clients, and pension/profit‑sharing plans, and also offers retirement‑plan consulting and annual tax preparation. The firm reports $900,724,380 in discretionary assets under management for roughly 1,549 client relationships across five offices. Beacon FA offers both discretionary and non‑discretionary portfolio management and tailors plans using model portfolios and a mix of analytical methods (fundamental, technical, quantitative, and modern portfolio theory). It may employ a range of strategies — including long‑ and short‑term trading, margin and options trading — and uses third‑party/turn‑key managers and platforms such as Symmetry Partners and SEI for some accounts. Notable features that distinguish Beacon FA from many peers include its multi‑office footprint and the firm’s participation in educational events and workshops made available through its custodian relationships. The firm also operates both wrap and non‑wrap portfolio programs (it continues to manage wrap accounts but has recently ceased sponsoring a wrap program) and its investment adviser representatives maintain multiple outside registrations and insurance/other business activities, disclosures the firm says are addressed in its conflicts‑of‑interest and supervisory policies.

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