Experience
Collectively, we have over five decades helping our clients achieve their financial goals.
Why Beacon Wealth
Why Hire Beacon Wealth Advisors, LLC for your Financial Planning, Investment Management & Insurance Needs?
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 the Financial Planning field
♦ 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.
Independence
We are not captive to proprietary products or services, giving us the flexibility to offer clients the solutions that are most suitable.
Integrity
We build our business on long term relationships with our clients, centered on trust and understanding.
Contact Us
Beacon Wealth Advisors
888 Worcester St, Suite 30
Wellesley MA 02482
(617) 396-7822
Have Us Contact You