We are looking for a few good clients.

Each of our clients has unique portfolio and financial planning needs. No two clients are alike. We provide each client with individual attention to meet their specific needs. As a result, we are only able to accept a limited number of new client relationships each year. Our client base is built around referrals and is by "invitation only". Our firm does not engage in cold calling, marketing dinners or promotional discounts.

What type of clients work with Beacon Investment Advisors, LLC?

Beacon Investment Advisors LLC is sought after by our clients to provide independent, fee-only planning and portfolio management.

What characteristics are common among our clients? Our clients...