Jacksonville, FL Office

BEAM Wealth Advisors, Inc. is a multi‑team registered investment adviser with 27 advisors managing roughly $1.6 billion in client assets for individuals (including high‑net‑worth clients), businesses, trusts, estates and retirement plans. The firm provides wealth management, financial planning, portfolio management and ERISA/plan sponsor consulting, and its principals operate affiliated tax, CPA and insurance entities that offer separate, optional engagements to clients.

The firm emphasizes asset allocation, diversification and portfolio construction grounded in Modern and Post‑Modern Portfolio Theory and behavioral finance, with accounts managed on discretionary or non‑discretionary bases and services tailored to client objectives. Portfolios may include individual equities, bonds, mutual funds, ETFs and alternative investments (managed futures, non‑traded REITs, private equity) and BEAM discloses that some advisers may employ tactical techniques such as market timing, sector rotation or concentrated positions where appropriate.

Compared with many multi‑team peers, BEAM’s formal affiliations with tax/CPA services and an insurance agency — each offered under separate engagement terms — creates an integrated set of capabilities for clients who choose those services. The firm also discloses internal synthetic‑equity incentive arrangements for principals and explicitly notes use of held‑away account advisory services and certain tactical strategies, matters it says are managed through supervision and client disclosure.