Beacon Financial Group

Overview

Beacon Financial Group is an independent registered investment adviser organized as a corporation and operating since 2000. The firm serves individual and family clients and functions as a capital allocator, combining fee-based advisory work with activities as a registered representative of a broker-dealer and as an insurance broker. Its advisory menu covers financial planning, portfolio management for individuals and small businesses, manager selection, and investor education through seminars and workshops. Fee arrangements include percentage-of-AUM and fixed fees alongside other fee structures. Beacon reports industry relationships with broker-dealers, other advisers, a trust company and an insurance company. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices