Founded in 1997, Beacon Wealth Consultants, Inc. is an employee owned fiduciary wealth management firm (Fee-only) designed to serve the unique planning and asset management needs of affluent Christian families, family-owned businesses, trusts and organizations. BWC is a leading provider of Biblically Responsible Investing (BRI) solutions.
In addition to holding CFP, CFA, CIMA or CPA certifications, all of our wealth consultants have earned the Certified Kingdom Advisor designation - the gold standard for providing biblical financial counsel. BWC currently serves clients nationwide from offices in Roanoke, VA, Orlando, FL, State College, PA, and Hickory, NC.
Our LightPoint Portfolios are available to independent financial advisors who are seeking a turn-key, asset allocated and risk adjusted portfolios for their clients.
Financial Planning & Investment Advisory services offered through Beacon Wealth Consultants, Inc. Beacon Wealth Consultants is currently licensed to offer advice in: FL, IN, NJ, OH, PA, TX, VA and may need to secure additional licensing before working with clients located in another state.
Company Details
- Employees
- 18
- Founded
- -
- Address
- 324 Washington Ave Sw, Roanoke,virginia 24016,united States
- Phone
- +1-540345-3891
- in****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- beaconwealth.com
- Keywords
- The Vision Clarifier - Discover Your Treasure!, LightPoint Portfolio Solutions - Biblically Responsible Investing (BRI), The True Wealth Solution - Values-based financial planning.
- HQ
- Roanoke, Virginia
Beacon Wealth Consultants, Inc. Questions
Beacon Wealth Consultants, Inc.'s helpline number is +1-540345-3891
Beacon Wealth Consultants, Inc.'s website is beaconwealth.com
Beacon Wealth Consultants, Inc.'s LinkedIn profile is https://www.linkedin.com/company/beacon-wealth-consultants-inc-
Beacon Wealth Consultants, Inc. has
18 employees.
View email and phone details for 18
employees at Beacon Wealth Consultants, Inc..
Beacon Wealth Consultants, Inc.'s industry is
Financial Services
Beacon Wealth Consultants, Inc.'s top competitors are
Beacon Wealth Management Ltd,
Best Christian Workplaces,
Faith Driven Investor,
Blue Trust,
Beacon Wealth,
Pya Waltman Capital Llc,
Lightpoint Portfolio Solutions,
Eventide Center For Faith & Investing,
C.s. Lewis Institute,
Kingdom Advisors.
Beacon Wealth Consultants, Inc.'s support email address is info@beaconwealth.com
Beacon Wealth Consultants, Inc.'s categories are Financial Services
Beacon Wealth Consultants, Inc.'s founding year is 1997
