Beacon Financial Advisory, LLC is an independent financial advisory consulting firm based in Beachwood, OH. With a team of experienced advisors, they provide personalized financial advice and investment management services to help clients create, protect, and preserve their wealth. Their investment philosophy is rooted in comprehensive academic research, focusing on controlling investment risk and capturing predictable returns.
Beacon stands out for their independence, personalized approach, open architecture investment options, dedicated long-term advisor relationships, and commitment to the fiduciary standard. They offer services such as financial plan creation, investment advice, retirement income strategies, tax-efficient investing, insurance review, and employer retirement plan management. Beacon Financial Advisory, LLC is registered as an investment adviser with the U.S. Securities and Exchange Commission.
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