BEACON WEALTH CONSULTANTS, INC.

Overview

Beacon Wealth Consultants, Inc. is an independent registered investment adviser that began SEC registration in 2020 and is owned by an individual. The firm serves both individual and family clients and institutional clients, offering a mix of financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting services. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Investment practice is centered on pooled public vehicles rather than heavy direct-equity trading. The firm is not identified as an active ESG investor and does not present itself primarily as a capital allocator, but it does supplement core public-fund allocations with selected alternative placements when appropriate. Custody is concentrated with major custodians, which supports a model built around diversified mutual fund sleeves and managed accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices