A complete list of active advisors currently associated with Beacon Wealthcare LLC

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

Beacon Wealthcare is a fee-only registered investment adviser that serves individuals, high-net-worth clients, trusts, retirement plans, foundations and other institutions. The firm offers comprehensive financial planning and discretionary portfolio management, a lower-fee management-only option branded "QUEST," annual or hourly standalone planning, and access to an automated Schwab Intelligent Portfolios program for smaller accounts. The firm’s investment approach emphasizes minimizing controllable costs and taxes by using broadly diversified, low-cost indexed exchange-traded funds and, for plan work, indexed mutual funds. Beacon uses Monte Carlo probability analysis to quantify a client’s plan “Confidence Zone,” provides daily portfolio monitoring and periodic rebalancing, and typically implements target portfolios composed of a small number of ETFs plus short-duration U.S. government securities. Distinctive features in the brochure include a formal expectation that client-facing advisors hold a bachelor’s degree and an advanced degree or equivalent industry experience, the concurrent use of a robo-advisor platform (with tax-loss harvesting) alongside full-service planning, and explicit underweighting of non-U.S. equities relative to global market capitalization. The firm reports managing roughly $261 million on a discretionary basis for about 880 clients with five advisors and emphasizes daily reconciliations and quarterly confidence-status reporting.

To learn more about the advisors currently working at Beacon Wealthcare 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.