Who We Serve

We help build future dreams, because at Beacon Wealth Advisory, we know we’re not just helping build wealth, but the kind of life you dream about building with the ones that you love.

Whether you’re a business owner, an affluent household or individual, or someone with unusual financial needs, Beacon Wealth Advisory will work with you to move toward your goals.
  • Business Owners (cash flow management, retirement plans, tax planning strategies)
  • Employees seeking to diversify concentrated stock positions, tax-deferred equity swaps, retirement income, and financial planning
  • Affluent Individuals and Households (concentrated stock, trust beneficiaries, etc.)
  • Group and Employer Retirement Plans

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.