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

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

Beacon Financial Management LLC is a fee‑only, registered investment adviser that provides comprehensive financial planning, limited‑scope hourly planning, and discretionary investment management to individuals, trusts, estates, small businesses, and retirement plans. The firm manages approximately $3.7 million in discretionary assets and operates as a solo practitioner serving a very small roster of clients. The firm’s investment process emphasizes fundamental analysis, long‑term asset allocation, diversification, and periodic rebalancing, with portfolios typically implemented using mutual funds, ETFs, stocks and bonds on a discretionary basis. Financial planning engagements are tailored to individual goals and may include cash‑flow modeling, tax and estate planning reviews, and plan updates when clients’ circumstances change. The firm’s principal holds CFP certification and is a long‑standing member of a fee‑only advisors’ association that subscribes to a fiduciary oath and enhanced continuing‑education requirements. The adviser uses a dedicated custodian for trade execution and reporting, does not participate in wrap fee programs or accept referral compensation, leaves proxy voting to clients, and focuses on a small, higher‑balance client roster rather than a broad retail base.

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