BEACON FINANCIAL ADVISERS, INC.

Overview

Beacon Financial Advisers, Inc. is an independent registered investment adviser serving individual and family clients alongside select institutional relationships. The firm offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting services and educational workshops. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and fixed fees, which supports both ongoing discretionary portfolio relationships and project-based planning work. Investment activity centers on publicly available pooled vehicles—mutual funds and other public funds—while the firm maintains the ability to incorporate third-party real estate strategies and insurance products where appropriate. Beacon does not position itself as a capital allocator; its model emphasizes managing client portfolios directly, predominantly on a discretionary basis, and supplementing portfolios with external managers for real estate exposure and annuity solutions when those align with client goals. The firm is not flagged as an ESG-focused or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices