A complete list of active advisors currently associated with Beacon Harbor Wealth Advisors
Warmer can help you find a great advisor at Beacon Harbor Wealth Advisors or one who fits your needs even better.
Beacon Harbor Wealth Advisors provides investment management, comprehensive financial planning, and retirement-plan consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, and employer-sponsored plans. The firm offers tailored portfolios guided by client-specific investment policy statements and delivers written financial plans and participant education for plan sponsors. The firm blends active and passive management and uses a mix of fundamental, technical, cyclical and charting analysis to construct and manage discretionary portfolios. Beacon Harbor Wealth discloses the use of derivatives and options in separately managed accounts and sponsors a wrap fee program—both practices that are relatively uncommon among similar team firms. Beacon Harbor Wealth manages about $608 million with a five-advisor team that brings prior experience at major broker-dealers and operates with a team-based model to provide coverage and business-continuity redundancy. The firm works with institutional custodians (including Charles Schwab and Trade‑PMR) to access institutional trading, block trading and custody services for client accounts.
To learn more about the advisors currently working at Beacon Harbor Wealth Advisors, 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 |
|---|---|---|
Virginia Beach, VA
| 0
| |
Virginia Beach, VA
| 25
| |
Virginia Beach, VA
| 35
| |
Virginia Beach, VA
| 9
| |
Virginia Beach, VA
| 11
|
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