Beacon Wealth Advisors, LLC was founded by Daniel Wallach and Jonathan Stearns, who together have over 30 years of experience helping their clients work toward their financial goals and dreams. Our goal is to establish long-lasting relationships built on integrity and mutual trust as we help guide our clients along the path toward their financial goals. As independent advisors we choose to operate in an environment free from the conflicts of interest that can easily derail even the best conceived financial plans and investment strategies.
Our team provides financial planning, investment management, corporate benefit plans, and insurance strategies to a select group of families, Corporations, and success-driven individuals throughout the country. As LPL Independent Investment Advisor Representatives, our team is strategy-driven not product-driven, and we base our investment recommendations solely on the needs and objectives of our clients.
At Beacon Wealth Advisors, we take the time to get to know our clients and then create a strategy that suits their needs, not ours. Our core competency is financial planning, and our process always starts with developing a plan for how best to direct a client’s resources to put them on the right track toward their goals. This all-encompassing process involves comprehensive investment strategies, risk management, and estate planning, as well as all other areas of a client’s financial picture.