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Roanoke, VA Office

Team
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Beacon Wealth Consultants, Inc. logo

Beacon Wealth Consultants, Inc.

Team

Firm-wide stats for Beacon Wealth Consultants, Inc.

Total advisors

12

Across 7 offices

Clients per advisor

44 Low

Avg AUM per client

$464,314 Low

HNW client ratio

5% Very Low

About

Beacon Wealth Consultants serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, business entities and plan sponsors with a range of services including comprehensive wealth management and financial planning, discretionary and non‑discretionary investment management, estate administration and retirement plan consulting. The firm also delivers its proprietary LightPoint Portfolio Solutions via sub‑advisory and model delivery arrangements and manages roughly $278 million in client assets across household accounts.

Investment decisions are guided by an internal investment committee that constructs asset‑allocation models, selects managers and oversees rebalancing, and the firm uses a structured discovery process (its True Wealth Solution and Vision Clarifier) plus risk‑tolerance assessments to tailor client strategies. Beacon emphasizes faith‑based, Biblically Responsible Investment (BRI) screening on a best‑efforts basis for its portfolios and supports both direct managed accounts and implementations through third‑party plan and platform arrangements.

Noteworthy for a team advisory firm, Beacon combines branded planning and portfolio programs with an active model/sub‑advisory distribution business and retirement plan fiduciary services, extending its role beyond typical retail wealth management. The firm also uses client testimonials and publishes performance results in its marketing materials — practices that are relatively uncommon among peer team firms and may be relevant for prospective clients assessing public performance communications.

Based on Beacon Wealth Consultants, Inc.

Expertise

Annuities Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Based on Beacon Wealth Consultants, Inc.

Occupation focus

Founder/Business Owner

Based on Beacon Wealth Consultants, Inc.

Demographic focus

Religious/faith focused

Based on Beacon Wealth Consultants, Inc.

Location

302 Washington Ave. SW

Roanoke VA 24016-4312

Advisors at this office

5

Advisors at this office

user avatar

Jerry M

Series 63, Series 65

Roanoke, VA

Beacon Wealth Consultants, Inc.

Jerry Mcmillan is a financial advisor at Beacon Wealth Consultants, Inc. in Roanoke, VA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked at Beacon Wealth Consultants since 2017 and previously spent a decade at Bb&T Bank and 19 years at Bb&T Investments. Outside of his advisory role, he operates an independent contracting business focused on life insurance, long-term care insurance, and fixed annuity sales. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with comprehensive wealth management, financial planning, investment management, and retirement plan consulting. The firm employs an internal investment committee to guide decisions and incorporates faith-based, Biblically Responsible Investment screening into its portfolios.

Annuities Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
user avatar

Kimberly J

Series 65

Roanoke, VA

Beacon Wealth Consultants, Inc.

Kimberly Jenkins is a Series 65-licensed advisor at Beacon Wealth Consultants, Inc. in Roanoke, VA, with 14 years of industry experience. She has been with Beacon Wealth Consultants since 2012 and has worked in education since 1995. Beacon Wealth Consultants serves a diverse client base including high-net-worth individuals, trusts, estates, and charitable organizations, offering comprehensive wealth management, financial planning, and retirement plan consulting. The firm utilizes a structured investment approach with an internal committee, incorporates faith-based investment screening, and manages approximately $278 million in client assets.

Annuities Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
user avatar

Conner C

Series 65

Roanoke, VA

Beacon Wealth Consultants, Inc.

Conner Compton is a financial advisor with Beacon Wealth Consultants, Inc. in Roanoke, VA. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Virginia Tech and Pulaski County Emergency Management. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with comprehensive wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm uses an internal investment committee to guide decisions and offers faith-based, Biblically Responsible Investment screening as part of its tailored client strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
user avatar

Richard L

CFP®, Series 63, Series 65

Roanoke, VA

Beacon Wealth Consultants, Inc.

Richard Laymon Jr. is a CFP® professional with 24 years of experience in financial advising, currently serving at Beacon Wealth Consultants, Inc. since 2010. He holds Series 63 and Series 65 licenses and is an adjunct professor teaching retirement planning at Roanoke College. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors offering comprehensive wealth management, financial planning, discretionary and non-discretionary investment management, estate administration, and retirement plan consulting. The firm employs a structured discovery process and an internal investment committee to tailor client strategies, emphasizing faith-based, Biblically Responsible Investment screening.

Annuities Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
user avatar

Cassandra L

CFP®, Series 66

Roanoke, VA

Beacon Wealth Consultants, Inc.

Cassandra Laymon is a CFP® with 19 years of industry experience, currently serving at Beacon Wealth Consultants, Inc. since 2012. She holds the Series 66 designation and operates out of Roanoke, VA. Outside of advisory work, she is involved in term life insurance sales through a related business activity. Beacon Wealth Consultants is a team-based firm managing approximately $278 million in client assets. The firm provides comprehensive wealth management and financial planning services to individuals, trusts, estates, charitable organizations, business entities, and plan sponsors, employing a structured investment approach with an emphasis on faith-based, Biblically Responsible Investment screening.

Annuities Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
View complete list of advisors at this office
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