Beacon Wealth Consultants, Inc.

Overview

Beacon Wealth Consultants, Inc. is an independent, privately owned registered investment adviser organized as a corporation and SEC-registered in 2020. The firm serves both individual and family clients as well as institutional and business clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its fee model is flexible across percentage-of-AUM billing, hourly charges, and fixed fees. Beacon does not act as a capital allocator and is not identified as an active ESG investor. Although the adviser maintains multiple branch locations, it is not designated as a multi-state adviser in its filings. The firm’s mix of services targets traditional wealth-management relationships and institutional engagement rather than operating as a fund sponsor or allocator of third-party capital programs.

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Location & Offices