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 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.

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.