A complete list of active advisors currently associated with Beacon Light Wealth Management

Warmer can help you find a great advisor at Beacon Light Wealth Management or one who fits your needs even better.

Beacon Light Wealth Management provides ongoing, goals-based wealth management and retirement-plan consulting to individuals, families, and small businesses, delivering discretionary portfolio management alongside complementary financial planning. The firm generally charges asset-based advisory fees for ongoing management and also offers planning-only engagements on a fixed‑fee basis and an optional, non‑advisory estate‑document facilitation service. The firm’s investment approach is a strategic, diversified asset‑allocation framework informed by modern portfolio theory and implemented mainly with mutual funds and ETFs, combining active and passive strategies and periodic tactical (cyclical) adjustments. BLWM emphasizes tax‑aware implementation—using techniques such as tax‑loss harvesting and considering direct‑indexing for concentrated positions—and integrates planning technology into client work. Distinctive features include a compact leadership and oversight model at a young firm (founded in 2025) managing roughly $39.1 million across about 151 client relationships, with the owner performing key review and compliance functions. BLWM also offers the uncommon optional estate‑document facilitation through a third‑party provider (with the firm retaining a portion of the facilitation fee and disclosing the conflict), permits supervised persons who are licensed insurance agents to offer insurance solutions, and does not vote client proxies.

To learn more about the advisors currently working at Beacon Light Wealth Management, 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.