Beacon Financial Group

Overview

Beacon Financial Group is an independent registered investment adviser that has been SEC-registered since 2000. The firm operates as a corporation with domestic and individual ownership and positions itself primarily to serve individual and family clients. Its business model combines fiduciary advisory work with broker-dealer and insurance distribution activities; the firm also acts as a registered representative of a broker-dealer and as an insurance broker. Fee arrangements include percentage-of-AUM and fixed fees, plus other fee structures. Advisory services center on financial planning and portfolio management for individuals and small businesses, and the firm provides selection-of-other-advisers services and educational seminars/workshops. Beacon describes itself as a capital allocator and maintains relationships across the financial services ecosystem, including broker-dealers, other investment advisers, trust companies, and insurance companies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices