Beacon Investment Advisors LLC is a Registered Investment Advisory firm located in Gaithersburg, Maryland. Our principal member is Cornell P. Abod, a licensed CPA in private practice.
We are an independent, fee-only, portfolio management and financial planning firm. On a discretionary basis, we manage portfolios primarily for individuals, couples, and retirement/pension plans. To address specific investment and financial planning issues for our clients, we draw from the experience of our principal - a CPA Tax Expert and Financial Advisor. We also utilize the expertise of outside estate planning attorneys and insurance consultants.
Beacon's compensation consists solely of the fee we receive for asset management and/or hourly consultations. We do not act as brokers, investment bankers, underwriters or insurance agents. This means that we are not "product" driven. Eliminating the traditional commissions from such sources aligns our interests squarely with those of our clients.
We welcome the opportunity to speak with future clients who may have questions or need additional information. We can be reached at (301)670-1700 or click here for additional contact information.