Think Differently About Your Wealth. We Do.
WHO WE ARE
The Road to "Happily Ever After" is Often Not a Road At All
WHAT'S IN A NAME
What Exists Between a Beacon and Who It's Guiding Is Called Trust
What We BelieveAbout Beacon Wealth Advisory
Tools to Get You Started
Dealing with financial decisions can be overwhelming at times, so we’ve created some helpful tools to get you started.
Our Services
Our financial advisory team works with our clients in a variety of ways, much of which is driven by clients’ needs.
Who We Are
Here at Beacon Wealth Advisory, we leverage our unique experience and resources to provide you with creative, custom, and different approaches to building your financial future.
Stay Informed
Latest News
Read, watch, or listen to our timely investor insights.
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
Podcast
- Sight|Lines Video
Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.
Video
- Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video