Beacon Light Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Beacon Light Wealth Management serves individuals, families, and small businesses with ongoing, goals-based wealth management, individualized investment management, retirement plan consulting, and both bundled and planning-only financial planning engagements. The firm reports managing roughly $39.1 million on a discretionary basis and does not act as custodian of client assets.
Investment advice is guided by a written investment plan or Investment Policy Statement and combines strategic, diversified asset allocation with an active/passive mix implemented mainly through ETFs and mutual funds; tax-aware implementation (including tax-loss harvesting and account-location guidance) is emphasized for taxable accounts, and direct-indexing techniques may be considered for concentrated stock positions. The firm recommends Charles Schwab as custodian and states it provides complementary financial planning as part of ongoing asset-based relationships while offering fixed-fee planning for standalone engagements.
Noteworthy features for a firm of this size include its recent founding and single-principal ownership through a holding company structure, an optional non-advisory estate-document facilitation service that uses a third-party provider (with the firm retaining a disclosed portion of the flat fee), and a separate retirement-plan consulting practice that will acknowledge ERISA fiduciary roles in writing. The firm also discloses that certain supervised persons hold insurance producer licenses and may receive commissions for insurance sales, and it does not accept proxy-voting authority for client accounts.
Client services
Expertise
Occupation focus
Fee options
Estate Document Facilitation Fees: $750 for will-based plan; $1,250 for trust-based plan per household
$0 - $100,000: 1.50% $100,001 - $250,000: 1.15% $250,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.45% $20,000,001 - $30,000,000: 0.40% $30,000,001+: 0.30%
Up to $500 per hour for financial planning services if billed hourly
Minimum fee: $1,000 annual minimum advisory fee per household, may be waived or reduced at firm's discretion, minimum fee will not exceed 3% of AUM, minimum fee does not apply to Colorado clients Fee-only: Fixed financial planning fees ranging from $1,000 to $5,000 per engagement
Main office
Carnegie Office Park Building Two, 600 N. Bell Avenue, Suite 130
Carnegie PA 15106
Advisors at this office
3
Most active in
Colorado · Louisiana · Maryland · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · Texas · Virginia · West Virginia · Wyoming
Also doing business as
Beacon Light Wealth Management · Beacon Light Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Robert F
CFP®, Series 63
Carnegie, PA
Beacon Light Wealth Management
Robert Finn is a CFP® professional with five years of industry experience, currently serving at Beacon Light Wealth Management since 2025. Prior to this, he worked for Northwestern Mutual in multiple roles from 2019 to 2025. Beacon Light Wealth Management provides wealth management, investment management, retirement plan consulting, and financial planning services to individuals, families, and small businesses. The firm employs a goals-based approach with strategic, diversified asset allocation and tax-aware implementation, managing approximately $39.1 million on a discretionary basis.
Christopher K
CFP®, Series 63
Carnegie, PA
Beacon Light Wealth Management
Christopher Kirkwood is a CFP® professional with 10 years of industry experience. He is currently with Beacon Light Wealth Management and previously spent a decade with Northwestern Mutual in various roles across wealth management, investment services, and life insurance. Beacon Light Wealth Management provides goals-based wealth management and financial planning services to individuals, families, and small businesses. The firm emphasizes a written investment plan with a strategic active/passive asset allocation approach, primarily using ETFs and mutual funds, along with tax-aware investment strategies.
Hayden G
CFP®, Series 63
Carnegie, PA
Beacon Light Wealth Management
Hayden Gaus is a CFP®-certified financial advisor with seven years of industry experience. He currently works at Beacon Light Wealth Management and previously held roles at Northwestern Mutual Wealth Management Co and related entities from 2018 to 2025. Prior to his financial industry career, he worked at the Wheeling YMCA for two years. Beacon Light Wealth Management provides wealth management and financial planning services to individuals, families, and small businesses. The firm uses a goals-based approach with strategic, diversified asset allocation and emphasizes tax-aware implementation, managing approximately $39.1 million on a discretionary basis.
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