Your BeaconIlluminating Your
Financial Future
At Beacon Wealth Advisory (BWA), we are your guiding light through the complexities of modern wealth management. Much like a lighthouse, our role is to illuminate your financial path, prioritizing a long-term partnership built on trust and clarity. We go beyond transactions to build a human relationship, providing deeply personalized guidance for individuals, families, and professionals navigating intricate areas like liabilities, tax strategies, and retirement planning.
Our work reflects your goals and values, allowing you to pursue your life's aspirations with confidence and a clear direction, no matter how markets or circumstances shift.
FounderDavid Hsieh
With over 20 years in investment advisory, David Hsieh began his career in the highly specialized commercial real estate space. After years of witnessing clients treated as portfolios instead of people, we committed to building a firm rooted in connection, education, and trust.
David founded Beacon Wealth Advisory (BWA) to build a platform that allows for greater flexibility and innovative solutions designed specifically to meet clients' evolving financial goals and needs.
Putting a Price Tag On Your Health
Budgeting After a Divorce
