I am the Owner of Beacon Financial Partners, a financial planning and wealth management firm located in Beachwood, Ohio. Beacon was created with six advisors in 2006 and has tripled in size since then. We make up a conglomerate of independently functioning financial planning teams that all operate under one roof – Beacon Financial. We have actively worked to position ourselves as an “advisor friendly” firm for independent practices. In 2015 we formed our own R.I.A. to bring an added element of independence to our firm beyond a complete affiliation with a Broker-Dealer. We feel this is where the advisory world is going, and the hybrid model makes the most sense.Beacon is actively recruiting advisory practices to join our affiliate network. Our goal is to provide advisors the opportunity to operate their practices as efficiently and independently as possible without being weighed down by time-intensive work they don’t enjoy.We provide access to an independent, hybrid business model that allows our affiliates to maintain ownership of their practice, brand, and revenue flows while plugging into Beacon to take advantage of what we have to offer. An affiliation with Beacon offers independence via RIA access, higher payouts, technology tools, automated rebalancing, additional advisor support, and succession planning. By aligning with us, advisors can outsource:• Payroll• Fee billing• Staff oversight• Compliance• B/D issues.Beacon utilizes TD Ameritrade and Fidelity as custodians for our R.I.A. and Lincoln Investment as our Broker-Dealer.Who we are a good fit for:Experienced advisors with strong books of business ($300,000 +)Advisors looking for succession planning, merger/buyout, or a new firm to align with.Advisors with a “client first” mindsetAdvisors with mostly fee-based business or a desire to transition to fee-based.I welcome discussions to see if we’re a good fit for each other. Disclosure: Advisory Services offered through Beacon Financial Advisory, LLC, Lincoln Investment or Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com Beacon Financial Advisory, LLC/Beacon Financial Partners and the above firms are independent and non-affiliated
Listed skills include Retirement Planning and Alternative Investments.
