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

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

Beacon Financial Partners provides investment advisory and financial planning services to individual clients. The firm offers portfolio management, wealth management and standalone financial planning, and also accepts hourly consulting engagements. Clients are served under written financial planning, asset management or wealth management agreements, with ongoing portfolio management tailored to individual objectives. The brochure describes the firm's methods of analysis and investment strategies and states that it acts in a fiduciary capacity when providing advisory services. The firm serves a relatively small client base — about 26 client relationships with roughly $27.6 million in assets under management — and documents multiple engagement types, including hourly consulting. Its brochure also addresses a range of fee and billing topics (including mutual fund expense ratios and a section on performance‑based fees), which may indicate availability of alternative fee arrangements and an emphasis on fee disclosure.

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

Name	Location	Years of experience
Carl Carpenter	Huntington Beach, CA	23

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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