A complete list of active advisors currently associated with Beacon Investment Advisors LLC

Warmer can help you find a great advisor at Beacon Investment Advisors LLC or one who fits your needs even better.

Beacon Investment Advisors LLC provides discretionary wealth management, portfolio management and financial and retirement planning to individuals and families, high-net-worth households, trusts, estates, corporations and retirement plans, including pooled retirement and qualified plans. The firm reports managing approximately $542 million in discretionary assets for roughly 118 client relationships and offers customized asset allocation and investment implementation alongside planning services. Beacon develops client-specific investment plans using fundamental analysis and typically constructs diversified portfolios that can include equities, laddered fixed-income, hybrid securities, cash equivalents and alternative investments where appropriate. The firm also uses derivatives in separately managed accounts — including covered-call writing, buy-writes, rollouts and purchases/sales of puts and calls — as part of its investment strategies. Beacon operates as a sole‑owner/solo practitioner model while managing a relatively large asset base per advisor, which is statistically uncommon and relevant to considerations of capacity and oversight. The firm has affiliated accounting and retirement‑plan consulting entities and discloses cross‑referral arrangements and that the owner devotes substantial time to those affiliated accounting and pension‑consulting activities; these relationships are governed by separate engagement agreements and client choice.

To learn more about the advisors currently working at Beacon Investment Advisors 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.