Why Choose Beacon Advisor Group?

Beacon Advisor Group was founded with one focus in mind: The needs of our clients. We pour every ounce of effort we have into developing, implementing, and monitoring our "one size fits one" investment strategies.  These strategies are designed to help our clients meet their financial and lifestyle goals. We believe in thinking "outside the box" and we are not afraid to challenge the status quo in our approach to portfolio design and above all, risk management.

Whether or not to establish a relationship with a financial advisor is a decision that deserves careful consideration. Here are some of the reasons why you can feel confident choosing Beacon Advisor Group:

Valuable Experience

Because of our many years in the business, combined with our past experience, we are able to assist our clients who are retired or are preparing for retirement.  When you choose Beacon Advisor Group, you benefit from obtaining comprehensive advice from a highly qualified, passionate professional who has successfully managed money through some of the most difficult times in history.

Independence and Objectivity

We at Beacon Advisor Group represent our clients rather than any particular company. Our independence is vital to delivering objective, unbiased recommendations. While some companies recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties. As an independent financial advisor, we can represent our clients and their personal interests rather than the interests of any specific company.

Concierge Level Service and Communication

In addition to our commitment to excellence in financial advice and risk management, we strive to exceed all expectations in the areas of service and communication. We have heard from many of our new clients from other firms who have stated that their previous advisor did not keep them informed. That will not be the case at Beacon Advisor Group. Regular contact via phone, mail, email and face-fo-face meetings is essential to our success.  Everyone at Beacon Advisor Group strives to live up to our "concierge level" service and communications commitment.

 

 

               

 

        

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck