WHY US?

(1) Fee-Only – Planning for your financial future is one of the most important tasks you will ever undertake.  When you begin this journey, it’s critical that you partner with someone you can trust.  Because Beacon Financial Partners is an independent, fee-only firm and not part of any major Wall Street or large financial services company, we are always able to give you objective financial advice.  When you work with us, you never have to worry if we are recommending a course of action that might not be in your best interest simply because we are looking for a fast sales commission.

(2) Personal Attention – We always give you the individualized personal attention that you deserve.  With many firms, you may see the principal for the initial meeting, but after that your accounts are typically generically outsourced or handled by junior staffers, and the principal may be "too busy" to speak to you.  This never happens at Beacon Financial Partners!

(3) Breadth of Services – Compared to the typical financial advisor, we can offer you a broader array of wealth solution services.  We have direct access to a number of highly qualified specialists that can help meet virtually all of your financial needs (Click here).

(4) Our Total Satisfaction Guarantee – We are confident that you will be totally satisfied with our services.  If you aren’t totally satisfied within the first three months of your start date for any reason, then we will gladly refund all fees received.

We realize finding the right financial partner is a very important and challenging task.  We encourage you to explore this site in detail and call us with any questions you may have. 

To learn more about Beacon Financial Partners'  principal, click here.

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