Jonathan Stearns, Co-Founder and firm Partner brings more than a decade of financial and insurance planning experience to Beacon Wealth Advisors, LLC. Prior to 2014, Jonathan managed Stearns Wealth Management, LLC the firm he founded in 2009. Prior to 2009 he spent his career working for large risk management and financial services companies. Jonathan is a graduate of the Business School at Northeastern University, where he obtained a degree in Business Management with a concentration in Finance and Insurance. He currently holds his series 7, 24, 63, and 66 securities registrations through LPL Financial and is life and health insurance licensed in the state of Massachusetts. Jonathan is currently enrolled in the Certified Financial Planning program at Boston University.
Family and Community are very important to Jonathan. Jonathan has been married for over 13 years to his high school sweetheart Leah, and they are the proud parents of Elizabeth, who is 6 and currently attending Kindergarten in the Brookline School District. Jonathan, Leah and Elizabeth currently reside in Brookline, MA and Newport, RI. In addition to his family and business activities, Jonathan is very passionate about giving back to the local community and beyond. Jonathan and Leah are actively involved with many Brookline, MA and Newport, RI based philanthropic organizations. In his free time, Jonathan can be found enjoying a round of golf or captaining their boat somewhere off the coast of Newport.
Jonathan’s core focus is providing Comprehensive Financial Planning, Investment Management, College Planning, and Social Security / Medicare Planning to his diverse group of successful clients.
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