Beacon Financial Partners

Beacon Financial Partners is a comprehensive planning and wealth management firm based in Cleveland, United States. Established in 2006, their dedication to helping clients build, protect, and preserve wealth is reflected in their slogan, "A financial firm in Cleveland dedicated to helping you build, protect and preserve your wealth." The firm prides itself on offering independent, objective advice, emphasizing that financial advice is a process, not a product. Beacon Financial Partners places a strong emphasis on understanding each client's unique life goals and visions for the future. They aim to recommend and implement tailored strategies to achieve these objectives, addressing financial concerns such as retirement needs, market risk, insurance, education funding, investment strategies, charitable giving, estate planning, and corporate benefit programs for business owners. The firm offers advisory services through Beacon Financial Advisory, LLC and Capital Analysts, while securities are provided through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. While the last investment and associated investors are not specified, the firm's commitment to personalized wealth management and strategic financial planning aligns with the evolving needs of clients in the finance and financial services industries. The holistic approach and client-centric focus of Beacon Financial Partners position them as a notable player in the wealth management space, catering to individuals and businesses seeking comprehensive financial guidance and support.