Beacon Financial Advisors Ltd

Overview

Beacon Financial Advisors Ltd is an independent registered investment adviser that has been operating since 1993 and is organized as an LLC owned by an individual. The firm serves primarily individual and family clients, delivering fee-based advice charged as a percentage of assets under management. Its advisory services focus on financial planning and portfolio management for individuals and small businesses. Beacon does not present itself as a multi-state adviser or as a pension consultant, and it is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives