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 provides portfolio management, comprehensive financial planning and retirement consulting to individuals, high‑net‑worth individuals and charitable organizations. The firm acts as a co‑advisor with Matson Money to deliver investment management and also offers employee retirement‑plan consulting and participant education. Investment advice is delivered primarily through Matson Money’s asset‑allocation models and mutual fund series, with Beacon Freedom conducting suitability interviews, annual questionnaire updates and periodic monitoring in line with modern portfolio theory. Clients receive Matson Money’s disclosure materials and custody is maintained through the custodians Matson Money requests, while Beacon Freedom offers a range of planning engagements (fixed‑fee, hourly, and an ongoing monthly retainer) and tailored model portfolios. Noteworthy features include a free newsletter and companion website with generalized security analytics — a service the firm describes as impersonal and not customized to subscribers — which is uncommon among peers. The firm is newly formed (November 2025) with no reported AUM, relies on a single third‑party investment platform for implementation, and discloses that principals hold specialized credentials in wealth management, retirement planning and behavioral/decision‑making finance while also engaging in incidental insurance sales and fee‑sharing relationships that clients should consider.

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.

You can also browse Beacon Freedom Advisory, LLC's office locations.

Name	Location	Years of experience
Justin Roberto	Williamsburg, VA	3
Nicholas Winters	Scottsdale, AZ	2

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