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.

The firm serves individual and high-net-worth clients and also provides retirement plan consulting to businesses, including ERISA and participant account management. Its services include comprehensive financial planning (cash flow, tax, insurance, Social Security/Medicare, estate planning) and ongoing portfolio management implemented through percentage-of-assets billing. Investment decisions are guided by an asset-allocation framework and a buy-and-hold orientation with periodic rebalancing, using mutual funds, interval funds, stocks and other common instruments and a stated acknowledgement of the associated risks. The firm reports managing its assets on a non-discretionary basis and may recommend third-party advisers or use a third‑party platform to manage held-away participant accounts and effect rebalances. Notable distinctions include the firm’s owner operating as a licensed insurance agent and a licensed real estate agent and disclosing the receipt of commissions for insurance sales, which creates an additional revenue stream separate from advisory fees. The firm also discloses sharing a portion of some third‑party advisers’ management fees (up to 50%), and the combination of fee‑sharing arrangements with predominantly non‑discretionary assets is a feature clients may want to consider when evaluating potential conflicts of interest.

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.