Beacon Wealth Advisory

Overview

Beacon Wealth Advisory is a limited liability company operating as an institutional registered investment adviser with an individual owner. The firm combines advisory services with insurance brokerage activity and is affiliated with an insurance company. Its advisory work includes selecting outside managers on behalf of clients and running educational seminars or workshops. FINTRX classifies Beacon Wealth Advisory as a capital allocator; it is not identified as an active ESG investor or a multi-state adviser. The firm's fee structure is recorded as "other."

Assets & Accounts

Investments & Alternatives

Location & Offices