Scottsdale, AZ Office

Beacon Freedom Advisory, LLC is a newly formed, small registered investment adviser that serves individuals, high‑net‑worth individuals, and charitable organizations. The firm offers co‑advisory investment management through a relationship with Matson Money, plus comprehensive financial planning, retirement consulting for employer plans, and ongoing one‑on‑one planning and coaching services.

Investment management is delivered primarily by recommending and supervising Matson Money’s proprietary asset‑allocation models and funds; Beacon Freedom assists clients with investor profiling, model selection, and periodic reviews while Matson Money implements the portfolios. The firm cites modern portfolio theory as a basis for analysis and will tailor model portfolios to client restrictions and changing circumstances within the constraints of the Matson Money platform.

Compared with peers, Beacon Freedom is distinguished by its very small, recently established advisor team and by limiting most investment advice to a single third‑party platform rather than offering multiple in‑house strategies. The firm also publishes a free newsletter and provides subscriber web resources for general, non‑personalized investment information—an arrangement that is relatively uncommon among similar advisers—and discloses that advisors hold specialized credentials and maintain outside business activities (e.g., nonprofit leadership, business coaching, and professional athletics) that are potential sources of conflicts of interest.