Beacon Financial Advisors

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

Mission Statement

No two investors are alike. Your life keeps changing. The markets - and the world - continue to evolve. That's why it's important that you have a financial plan that is specifically designed to reflect your life, your goals and your personal legacy.

We collaborate with our clients to build a comprehensive financial plan, develop solutions that allow them to reach their financial goals, and gain confidence in their financial future.

OUR BUSINESS BELIEFS

We Believe:

  • The process is the solution.
  • That understanding risk is more important than understanding return.
  • The pain of losing money is stronger than the pleasure of making it.
  • Unemotional active management of assets will, over the long term, consistently outperform passive indexing management.
  • The longest distance between two points is a shortcut.
  • The return of your money is just as important as the return on your money.
  • No plan is the right plan, unless you understand it.
  • More risk does not mean higher returns.
  • Disciplined investors earn more consistent returns.
  • We are your guide, but you are the owner.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.