Why Beacon Wealth Advisors

When you sit at the table with one of our team members, you can be sure that you are getting the guidance that is in your best interest. But this is not new to us, our clients have always come first. We are Fiduciaries and take this responsibility very seriously. 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. Instead, we enjoy the freedom to operate with your best interests in mind, ensuring our advice, recommendations and strategies are fully aligned with your goals and objectives.

♦ We are highly experienced in financial planning with a combined 75 years in the industry.

♦ We have a disciplined, proven investment process.

♦ We serve as fiduciaries to our clients and put their interests first.

♦ We are independently and locally owned and controlled by our partners.

♦ We provide objective advice and do not offer any proprietary products.

♦ Your assets are safely maintained at an independent custodian, LPL Financial.

♦ Our fee structure is clearly defined at the inception of each relationship.

♦ We understand our purpose and are here to support you and help you make sound financial decisions.