Overview

Beacon Financial Advisors, Inc.

Information by Research TrustFinance

https://beaconfinancialadvisors.com/

Founded in 1996, Beacon Financial Advisors, Inc. is an independent, fee-only Registered Investment Adviser (RIA) firm based in Burlington, Massachusetts. The firm operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. They specialize in providing holistic wealth management, which includes personalized financial planning, investment management, retirement planning, and insurance planning, primarily for individuals, families, and small businesses.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service