Beacon Wealth Advisors, LLC is an independent financial advisory firm based in Jericho, New York. As a Registered Investment Advisor (RIA), the company operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their stated mission is to provide clients with clarity and confidence in their financial lives through holistic services including financial planning, investment management, retirement planning, and estate planning. The firm positions itself as a "Financial Quarterback™," aiming to coordinate all aspects of a client's financial life to help them achieve their long-term goals.

Founded in

United States