Founded in 1982, Beacon Associates, Inc. is an independent, fee-only wealth management firm that acts as a fiduciary for its clients. The company specializes in creating and implementing personalized financial plans that encompass investment management, retirement planning, estate planning, and tax strategies. Their mission is to provide objective, unbiased financial advice to help clients achieve their long-term financial goals, operating without the conflicts of interest associated with commission-based products.

Founded in

United States