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

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

Beacon Financial Group (Beacon Retirement Planning Services, Inc.) provides wealth management, financial planning, retirement and trust/estate consulting to individuals, high‑net‑worth clients, trusts, estates, foundations and business organizations. The firm delivers discretionary portfolio management and may allocate client assets among mutual funds, ETFs, individual publicly traded securities and selected Independent Managers, managing approximately $1.304 billion in discretionary assets. Beacon customizes portfolios to client goals and risk tolerance and employs a combination of fundamental, technical and cyclical analysis in constructing and monitoring strategies, with regular reviews and the option to use margin in certain portfolios. The firm also engages Independent Managers under written agreements, reviews their disclosures and ongoing performance, and offers financial planning and other services alongside its AUM‑based advisory arrangements. Beacon is a wholly owned subsidiary of Kestra Financial and discloses multiple related‑party relationships: some representatives are registered with Kestra Investment Services (a broker‑dealer) and are licensed insurance agents, the firm is affiliated with Kestra Investment Management and with Arden Trust Company, and commissions from broker‑dealer or insurance sales are paid to the firm rather than individual advisors. These ownership and affiliation arrangements, along with past participation in a Schwab referral program and receipt of custodial software/support from Charles Schwab and Fidelity, are noted in the brochure and may give rise to potential conflicts of interest when recommending affiliated services or platforms.

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