Founded in 2004 and based in Lee's Summit, Missouri, Beacon Financial Advisors, LLC operates as a fiduciary, fee-only wealth management firm. This means they are legally obligated to act in their clients' best interests and are compensated directly by clients, not through commissions on product sales. The firm offers a range of integrated services including personalized financial planning, investment management, retirement planning, and estate planning, aiming to provide objective advice and build long-term client relationships.

Founded in

United States