Financial planning is about more than recommending investments. We help entrepreneurs and executives navigate complex financial decisions with confidence. As an independent Registered Investment Advisor helmed by a father-son team, we take pride in our integrity, acumen, and the personal attention we provide our clients.
We give advice based on our clients' best interest, not the incentives of a bank, brokerage, or insurance company lurking in the background. You've worked hard to earn your retirement, let us work hard for you. We help executives understand and manage a career's worth of retirement plans, stock options, and corporate benefits, and can serve as your own personal Chief Financial Officer.
We give advice based on our clients' best interest, not the incentives of a bank, brokerage, or insurance company lurking in the background. You've worked hard to earn your retirement, let us work hard for you. We help executives understand and manage a career's worth of retirement plans, stock options, and corporate benefits, and can serve as your own personal Chief Financial Officer.
Services
Beacon traces its history to 1992 when Ron Robins entered the financial planning industry at Cigna Financial Advisors. In 1993, Ron left Cigna and began to provide independent financial advice. Ron founded Beacon in 2000 and takes great pride in the business he's built helping clients prepare for retirement, navigate difficult life decisions, and achieve financial independence.
We focus on providing personalized financial advice and superior service to a limited number of clients. Whether you're aiming to save for a child's college education, prepare for retirement, or protect your legacy, we create a plan that will help guide you there. This plan becomes the focal point of every client relationship.
Reviews
Be the first to review Beacon Financial Advisors.
Write a Review
