Beacon Financial Group

Committed to Your Success

Our Purpose

At Beacon Financial Group, we're committed to helping successful, hardworking families transition from uncertainty about their financial security to feeling confident about their financial future and ability to achieve their life goals.

We come from regular, everyday backgrounds. To us, having money meant security. That's why our families worked so hard to earn it, save it, and grow it. They stayed focused on their goals, made smart decisions, and eventually achieved the financial security they were looking for. Now, we've made it our mission to help other people do the same for themselves and their loved ones. Our goal is to give our clients confidence and reassurance about their future, so they can focus on living life to the fullest.

a lighthouse on a rocky hill

Our Values

Beacon Financial Group is built on strong principles and a deep commitment to helping people achieve financial security and independence. We work hard to earn our clients' confidence in everything we do. They trust us with their financial future and value our team as their advocates.

  • Personable: Our team of highly knowledgeable and friendly professionals works hard to create a warm and welcoming environment for our clients - and to provide exceptional service through every interaction.

  • Realistic: We understand that navigating the complexities of the financial world can be overwhelming, which is why we provide straightforward and easy-to-understand solutions for their unique circumstances and goals.

  • Reassuring: We believe in open and honest communication, ensuring that our clients feel comfortable and confident in their financial decisions. We use language they can easily understand - and make sure they are comfortable with every aspect of their financial plan.

Why Choose Us?

At Beacon Financial Group, we have decades of experience and success providing retirement planning services to our clients. Our method puts our clients' needs first and provides a roadmap that is tailor-made to them. We take a proactive and collaborative approach to help them develop a strategy to address their goals and dreams.

Our team is highly experienced with extensive knowledge of the financial industry. We are fully committed to providing you with the expertise and guidance you need to chart a successful financial future.

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Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS or Beacon Financial Group. Beacon Financial Group is affiliated with Kestra IS and Kestra AS.

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