Beacon Financial Advisors

Beacon Financial Advisors, Inc. is an independent wealth advisory firm founded in 2000 and registered with the U.S. Securities and Exchange Commission since April 2013. The firm specializes in estate planning, retirement/income planning, asset management, and more. As fiduciaries, they prioritize acting in the best interest of clients. New clients typically pay an initial fee for financial plan creation and an ongoing wrap fee based on assets under management. Beacon offers a wrap fee program, the Beacon Private Wealth Program, which includes asset management, portfolio monitoring, and financial plan maintenance. The firm provides financial planning services, asset management on a discretionary basis, and uses various investment strategies like asset allocation and long-term purchases. Clients are required to deposit a minimum of $1,000,000 for asset management services, but this requirement may be waived under certain circumstances. Beacon does not charge performance-based fees and does not manage mutual funds or hedge funds. Clients receive regular account reviews and can contact the Portfolio Manager directly. The firm maintains a Privacy Policy to protect clients' information and uses cookies on its website for tracking and security purposes.