Beacon Harbor Wealth Advisors logo

Beacon Harbor Wealth Advisors

Updated today

Client AUM

$581,407,555

Clients

572

Advisors

6

of 8 employees

About

Beacon Harbor Wealth Advisors serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, charitable organizations and businesses, offering discretionary investment management, comprehensive financial planning, and retirement plan/pension consulting. The firm manages roughly $600 million across several hundred client relationships and constructs client-specific investment policy statements to guide portfolio construction.

The firm combines active and passive management, using fundamental, technical, cyclical and charting analysis to build asset-allocation driven portfolios that reflect clients’ objectives, time horizons, risk tolerance and tax considerations. Portfolios are generally managed on a discretionary basis, reviewed regularly (typically quarterly), and clients may impose reasonable investment restrictions.

Beacon Harbor’s practice of sponsoring a wrap‑fee program and employing derivatives (including option strategies such as covered‑call writing) in separately managed accounts is relatively uncommon among comparable team firms. It pairs these capabilities with institutional custody and trading resources, ERISA-focused pension consulting and a team‑based operating model intended to provide continuity and access to institutional trading tools.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Business ownership considerations Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial planning fixed fee ranging from $1,000 to $50,000, negotiable

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%

Project-based

$100 per hour for Associate, $300 per hour for Principal

Other

Account minimum: $250,000

Main office

440 Viking Drive, Suite 200

Virginia Beach VA 23452

Advisors at this office

6

Most active in

Arizona · Florida · Georgia · Louisiana · North Carolina · South Carolina · Texas · Virginia

Also doing business as

Beacon Harbor Wealth Advisors · Beacon Harbor Wealth Advisors, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

George M

Series 63, Series 65

Virginia Beach, VA

Beacon Harbor Wealth Advisors

George Macdonald III is a financial advisor at Beacon Harbor Wealth Advisors with 13 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked for Brean Capital, LLC for 13 years before joining Beacon Harbor Wealth Advisors in 2026. Beacon Harbor Wealth Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting, employing a combination of active and passive strategies tailored to client objectives and constraints.

Business ownership considerations Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Connor H

Series 65

Virginia Beach, VA

Beacon Harbor Wealth Advisors

Connor Harris is a financial advisor at Beacon Harbor Wealth Advisors in Virginia Beach, VA, holding a Series 65 designation with one year of industry experience. Prior to joining Beacon Harbor Wealth Advisors, he worked for eight years at the United States Postal Service and spent five years at Auburn University. Beacon Harbor Wealth Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary investment management, comprehensive financial planning, and retirement plan consulting. The firm uses a combination of active and passive management, incorporating multiple analytical approaches to build portfolios aligned with client objectives, risk tolerance, and tax considerations.

Business ownership considerations Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

George M

Series 63, Series 65

Virginia Beach, VA

Beacon Harbor Wealth Advisors

George Macdonald Jr. is a financial advisor at Beacon Harbor Wealth Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is co-owner and serves as co-president and CEO of Beacon Harbor Wealth Advisors, Inc. Beacon Harbor Wealth Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting, managing approximately $600 million with an investment approach that combines active and passive strategies tailored to client objectives and risk tolerance.

Business ownership considerations Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Connor P

Series 65

Virginia Beach, VA

Beacon Harbor Wealth Advisors

Connor Parker is a financial advisor at Beacon Harbor Wealth Advisors with nine years of industry experience. He holds a Series 65 designation and has previously worked at Parker Financial Group LLC and AE Wealth Management, LLC. Connor also owns Parker Insurance, LLC, where he works as an insurance producer. Beacon Harbor Wealth Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting, employing a combined active and passive investment approach that includes the use of derivatives and a wrap-fee program.

Business ownership considerations Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Maury S

Series 66

Virginia Beach, VA

Beacon Harbor Wealth Advisors

Maury Stone Jr. is a financial advisor at Beacon Harbor Wealth Advisors in Virginia Beach, VA, holding a Series 66 designation with 12 years of industry experience. He has worked at Beacon Harbor since 2019 and previously held roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2014 to 2019. Beacon Harbor Wealth Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting, managing approximately $600 million with a blend of active and passive strategies tailored to client objectives and risk tolerance.

Business ownership considerations Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Jeremy I

CFA®, Series 66

Virginia Beach, VA

Beacon Harbor Wealth Advisors

Jeremy Ingram is a CFA® charterholder with 25 years of industry experience. He has been with Beacon Harbor Wealth Advisors since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as head wrestling coach at Norfolk Christian High School and is the treasurer of the Dunlap Garrick Community Foundation. Beacon Harbor Wealth Advisors manages approximately $600 million for individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of active and passive management with a team-based approach, offering discretionary investment management and retirement plan consulting.

Business ownership considerations Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Founder/Business Owner
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