At Beacon Wealth Advisors we provide Financial Planning and customized Investment Management strategies to a very select group of families and high-net worth individuals throughout the country. As LPL Independent Investment Advisor Representatives, our professionals are strategy-driven not product-driven, and we base our investment recommendations solely on your needs and objectives. We act as your point team, coordinating all aspects of your finances in-house and with other professionals who impact your wealth. Our methodologies, internal due-diligence, and customized investment allocations help ensure you are receiving advice and guidance specific to your priorities. Our clients have come to understand we are truly committed to building lifelong relationships with them.