Beacon Wealth Advisors, LLC was founded by Daniel Wallach and Jonathan Stearns. Together they have over 25 years of experience helping their client’s work toward their financial goals and dreams.
Jonathan and Daniel joined forces to leverage each of their strengths, and to build a team of professionals dedicated to providing world class financial advice, client service and customized strategies.
Our Team specializes in creating unique strategies that address the complex wealth management issues, such as minimizing tax implications, so you can effectively control the destination and purpose of your wealth. We anticipate issues proactively, strategize for best results and, above all, are ever present and committed to your success.