A complete list of active advisors currently associated with Beacon Financial Planners, Inc.

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

Beacon Financial Planners serves individual and high‑net‑worth clients with financial planning, portfolio management, retirement plan consulting, and participant account management, and it facilitates legacy planning through a third‑party technology platform. The firm also works with business clients on ERISA and non‑ERISA retirement plan services and may recommend third‑party investment advisers to manage all or part of client assets. The firm follows an asset‑allocation approach, creating individualized portfolios based on clients’ goals, risk tolerance, and time horizon, and conducts periodic reviews (quarterly for portfolios and semi‑annual for planning). While the brochure reports that approximately $31 million was managed on a non‑discretionary basis as of March 31, 2026, the firm recently began offering discretionary management and uses third‑party platforms to facilitate held‑away participant account management. Beacon is a small, solo practice led by a sole principal who is also a licensed insurance agent and a licensed real‑estate agent; the owner discloses receiving commissions for insurance sales and potential conflicts while describing mitigation measures. The firm’s use of a legacy‑planning service (Wealth.com), its third‑party participant‑account platform, and its stated practice of sharing up to half of a third‑party adviser’s management fee are structural features that distinguish it from many peers.

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