At Beacon Wealth Advisors, 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.
Beacon Wealth Advisors, LLC was founded by Daniel Wallach and Jonathan Stearns. Together they have over 20 years of experience helping their client’s work toward their financial goals and dreams.
Jonathan and Daniel joined forces to leverage each others strengths, and to build a team of professionals dedicated to providing world class financial advice, client service and customized strategies.
Beacon Wealth is proud of our commitment to the community. Our partners and team members donate their time and financial resources to a diverse range of community, charitable and nonprofit organizations. There are several organizations in which we are proud to support.
About the Firm
We are a locally owned Independent Financial Planning and Investment Management Company.
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 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 as needed. Our clients have come to understand we are truly committed to building lifelong relationships with them. The Founders and Partners, Jonathan Stearns and Daniel Wallach are involved in each and every client relationship.
We are currently advising clients on over $250,000,000 of private client and institutional assets.