Investment Planning

Through careful consideration, we work to determine an appropriate mix of investments based on your goals, your time horizon and your risk tolerance.  As a Fee-Only advisory firm, we deliver independent, unbiased and objective investment experience.  

We believe that asset allocation and asset location are of equal importance when building customized portfolios.  Additionally, keeping costs low and maintaining a disciplined approach to managing the volatility of capital markets are cornerstones of our investing philosophy. By developing a personalized investment strategy, focusing on diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth, so you reach your financial goals.

Beacon advisors are fiduciaries and are obligated to always act in your best interest, with loyalty and care, above all else.

We work best with clients who have a minimum of $1 million in investable assets; however, if your current asset level does not quite meet that threshold, but you have unique circumstances that you’d like to discuss, please feel free to schedule a discovery call to discuss further.