A complete list of active advisors currently associated with Beacon Freedom Advisory, LLC
Warmer can help you find a great advisor at Beacon Freedom Advisory, LLC or one who fits your needs even better.
Beacon Freedom Advisory is a newly formed independent investment adviser that provides investment management as a co‑advisor with Matson Money, comprehensive financial planning, and retirement consulting for employer‑sponsored benefit plans. The firm also publishes a periodic newsletter and provides subscribers access to a website with additional analytics and back issues. For portfolio guidance Beacon Freedom generally relies on Matson Money’s proprietary asset‑allocation models and applies modern portfolio theory while tailoring recommendations via client questionnaires, periodic reviews, and client‑imposed restrictions. In addition to one‑time plans and hourly engagements, the firm offers ongoing coaching through a monthly retainer and delivers participant education and enrollment seminars for plan sponsors. What is distinctive about the firm relative to many solo independent advisers is its explicit pension consulting practice — including plan‑level fund selection, performance monitoring, and optional employee financial planning — coupled with an uncompensated newsletter subscription and analytics access. The firm operates through a co‑advisor fee arrangement with Matson Money and discloses that a firm principal is licensed to sell life and health insurance and may receive separate compensation for those sales.
To learn more about the advisors currently working at Beacon Freedom Advisory, 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.
Name |
Location |
Years of experience |
|---|---|---|
Williamsburg, VA
| 3
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")