BEACON WEALTH ADVISORY

Overview

Beacon Wealth Advisory is a small, privately held LLC that combines insurance brokerage with advisory activity focused on sourcing outside managers and running client education. The firm identifies as a capital allocator — it places client assets with third‑party managers rather than primarily running a large in‑house investment platform. Services called out in the firm’s activity profile include selection of other advisers and delivery of seminars or workshops, indicating a consultative, advisor‑of‑advisors posture rather than a product-centric broker-dealer model. Fee billing is listed as “other,” and the firm is owned by an individual. It is not flagged as an ESG investor, does not operate across multiple states as a registered multi‑state adviser, and does not present itself as a pension consultant or related adviser to another RIA.

Assets & Accounts

Investments & Alternatives

Location & Offices