About Beacon Financial Group

Your Most Trusted Advisor

(972) 726-9888

With over 30 years of experience, Beacon Financial Group is positioned to guide clients through any circumstance and market condition. Over the past three decades, our advisors have seen how the market has affected hundreds of different financial plans and have successfully made adjustments to keep each clients' goals on track.

Beacon Financial Group is built on strong principles. As with any relationship, we work hard to build our clients confidence in everything we do. With time and a proven record, our clients come to see the value in putting their financial future in our hands.

  • Reliability - Our clients understand and are quick to realize that the staff at Beacon Financial Group is always available. No question goes unanswered, and no detail is too small. Our actions speak louder than any spoken promise. We will deliver the support and guidance you need to see your plans executed.
  • Trustworthy - Along the same lines of reliability, we do what we say. We are not just there for you, but our word is the proof of our integrity. Without integrity, we have nothing. Our clients' trust in us is our reward for going the extra mile and not just saying, but doing what we promise.
  • Competency - With decades of experience, our advisors have become fully qualified in a vast array of financial planning solutions. They have been in the industry long enough to have seen the ups and downs and have the tools to see our clients through these changes.

The staff at Beacon Financial Group has been with the firm for many years. Everyone knows every client personally. Everyone here has a passion for what they do, and their tenure at the firm and their relationship with our clients is a testament to that fact.

  • Communication - As with any relationship, communication is the key. We take the time to make sure our clients are comfortable. Everything we do is with full transparency, and no detail, big or small, will be left unsaid. Our fully informed clients sleep well at night with confidence. We sleep better at night for the same reason.