Beacon Financial Management LLC

Overview

Beacon Financial Management LLC operates as an independent registered investment adviser organized as a limited liability company and focused on individuals and families. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses. Its compensation model combines percentage-of-AUM fees with hourly and fixed-fee engagements, reflecting a mix of ongoing portfolio management and project-based planning work. Investment activity shows a clear preference for pooled public funds: mutual funds and other public fund vehicles make up the largest share of client portfolios. The firm reports discretionary management across its assets, and it does not identify as an active ESG investor. Beacon is not structured as a capital allocator and does not act as a pension consultant or related adviser; instead it sources external managers when it seeks exposure to alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices