Beacon Pointe is a well-trusted, friendly, and transparent firm that has set our family up for success. We enjoy our advisors and the positive returns we’ve reaped since transferring funds. 10/10!

The people at Beacon Pointe Advisors make investing a pleasure, they always go out of their way to help me.

First class in every way and I would highly recommend their services to anyone looking for a financial advisor.

We recommend Beacon Pointe as a great source of financial knowledge and retirement advice.

The staff at Beacon Pointe have been excellent to work with from the time when we first retired 14 years ago until now. We recommend their services whether you are just starting an investment plan or want make a change.

Shout out to Beacon Pointe! They are an amazing group of advisors to work with! Easy to get ahold of and questions answered.

My advisor has always been responsive and I meet with them regularly. As I head towards retirement, they have helped me set up a consistent income stream from my investments, and have also helped me with tax guidance.

Great leadership and a great team. From the reception desk to the CFP offices, Beacon Pointe Advisors will take the time to learn about you and your future goals, so that when they act in your best interests as a fiduciary, they actually know what those interests are. You will feel right at home here.

We have had Beacon Pointe manage our investments for 14 years and it has been a wonderful experience throughout! They treat us like family and advise us in every aspect of our finances. They have grown our net worth consistently. I don’t know where we would be in our retirement without them!

The most professional, personal, fun financial team you will ever encounter. Integrity is at their core and I trust them whole heartedly.

My Beacon Pointe advisory team has been there for me through many life transitions and even tragedies. I don’t know what I would have done without them. They don’t just treat me as a client but as a friend.

A well run profession company. They have served me well.

Everyone on staff is very helpful and knowledgeable.

Great team of skilled & kind advisors!

I have worked with the Beacon Pointe professionals for over 25 years and have found them to be very knowledgeable, very communicative, very competent and very good at what they do. I enjoy my relationship with all of them very much.

Outstanding money management. I’ve been with them for years, and they have not steered me wrong yet. They get to know you and tailor their advice to your specific situation.

My [advisor] is professional, very communicative, a good listener, and has always provided excellent service. I am very please with my experience at Beacon Pointe Advisors!

Looking for peace of mind, guidance, and professionalism with a personal touch. Beacon Pointe provides it all.

I have been working with Beacon Pointe for 10 years and couldn’t be happier with my team of advisors. Not only are they experts in their field, they truly care about the success and well being of their clients. They have advised me not only on my investment strategy and financial planning, but have also provided guidance and referrals in other important areas such as estate and tax planning. Having such a strong team behind me has given me unwavering confidence in my financial decisions.

After my husband passed away, I was truly grateful for the recommendation to Beacon Pointe. Three years later, I’ve not only seen significant growth in my investments but have also been supported by a team of smart and compassionate advisors. They’ve been there for everything—from answering my questions to proactively adding funds to my account for property taxes. It doesn’t get better than this!

Best team for all your financial needs.

Helped me with investments, now with retirement. Comprehensive, patient, competent.

Most competent advisor we have ever worked with… Team is friendly and helpful. We feel valued as clients.

Beacon Pointe Advisors are a talented, distinguished, reputable, experienced, and knowledgeable team of financial advisors who are committed to, and practice a client-first approach. We would not be in the strong financial situation we find ourselves today without Beacon Pointe guiding us along our journey toward financial independence.

I was self-managing our finances and don’t have near the knowledge it takes to properly manage a portfolio before and during retirement. I don’t even want to guess how much money we would have lost if we didn’t join.

We can trust that we will be requested to meet periodically and at the meeting will have a thorough review our our investments presented in material that we can take see, understand and take home to review. We can have honest discussions so that our relationship with our expenses and finances are known and understood. If a question or situation arises between meetings, I am always certain to receive a quick and friendly response. Best of all a relationship of trust has been established, and that is the essence of what a financial team should be.

We have been with Beacon Pointe for over 10 years. Due to the white glove, and very personal service provided by the Beacon Pointe team, our portfolio and knowledge have grown greatly. Now that we are retired, their management of our funds and countless other financial matters has been essential and greatly appreciated. From day one to present, we have always had a high degree of trust in the people and services at Beacon Pointe.

It’s refreshing to have an advisor who takes the time to listen first and then offers thoughtful, tailored solutions.

Beacon Pointe Advisors are incredible. The customer service is amazing, and the financial advice provided by the advisors is always well informed. I highly recommend Beacon Pointe Advisors to anyone.

Been a client of Beacon Pointe for 5 years now and have always had a very strong return. They are very realistic when managing expectations while being very thorough in their fund management. My rep is always available to speak and gives me a lot of his attention unlike the bigger wealth managers that tend to make you feel like just another number. I would highly recommend this firm.

The team’s collaborative approach and forward-thinking mindset set them apart from other firms. Whether it’s identifying new opportunities or navigating market fluctuations, we feel secure knowing our financial future is in such capable hands. Beacon Pointe Advisors has truly earned our trust and appreciation, and we wholeheartedly recommend them to anyone seeking a top-tier wealth management experience

My wife and I can honestly say that selecting Beacon Pointe Advisors to manage our investment portfolio was one of the best decisions we ever made. They have proven to be more than just professional management of investments, providing expert guidance and assistance as I prepared for retirement. The partnership with experts around Medicare, Social Security, and income tax guidance has been invaluable. Bottom-line, the peace of mind we have is huge. I recommend the BP team to all my friends and coworkers.

My family and I have been using Beacon Pointe Advisors for over 20 years. At a young age, I would tag along with my grandmother to her meetings. I distinctly remember their kindness and personalized attention they provided her. They truly listen and take the time to help you reach your goals. Investments and planning could be intimidating and overwhelming. When my grandmother passed, Beacon Pointe went above and beyond to assist me in getting my grandmother’s financials organized. I cannot thank them enough for guiding me during such a difficult time. I highly recommend Beacon Pointe Advisors; with their expertise they have helped my family invest, plan our retirement strategy, manage assets, and build financial growth.

Whenever a person selects a financial advisor there are some important prerequisites: Are they trustworthy? Are the recommendations in our best interests? Do the results match up with the recommendations? Over the years of working with Beacon Pointe, the prerequisites have been met.

The quality of service is excellent beyond our expectations. The Beacon Pointe team helped us plan for retirement, explaining the philosophy and with each meeting prepared us for next steps.

The Beacon Pointe team is competent, knowledgeable and very professional. The team is always very helpful and interested in meeting the needs of their clients.

The quality of service and professionalism of the Beacon Pointe team are excellent.

I came to Beacon Pointe looking for a secure retirement to supplement Social Security and my husband’s retirement annuity. They provided the investment know-how and advice to make our retirement income sufficient.

Beacon Pointe is knowledgeable, trustworthy, helpful, and interested in achieving financial growth with my assets.

Anybody who is looking for direction on their investing would benefit from Beacon Pointe. They keep you up to date on how the markets are doing and reacting, so you stay knowledgeable.

We are very comfortable with the trust we have placed in the team. Our returns meet our needs and are within our risk tolerance.

The Beacon Pointe team hasn’t just taken care of our finances, they have taken care of our family…

The Beacon Pointe team has been invaluable in guiding us through inheritance issues, insurance options, estate planning…

Beacon Pointe listened to our concerns and engaged a collaborative planning process… Their planning and advice was always professional and on target when we started 20 years ago, and continues to this day. Any question we ask is met with enthusiasm and fully explained, no matter how small. Without the partnership with Beacon Pointe, I know we would not be where we are today. Thank you for your dedication to effective and sound advice.

The investment strategy has been very successful in building my retirement portfolio. The quality of service and professionalism are of the highest caliber.

As early retirees, we were concerned about having enough funds for the years ahead. Working with the team at Beacon Pointe, we have been able to design a portfolio that meets our needs. Any time we have an investment question, we can call them and have it addressed.

Each member of the team provides their own particular skill set, knowledge, and experience, resulting in more benefit for us as clients than we could have gained by having just one wealth advisor. I have been with my current team for a long time and they have not only grown my investments steadily, but they are careful to protect them from loss in these challenging times

In our experience, a person would look long and hard to find a wealth management organization as conscientious, organized, and knowledgeable as this team. When considering their welcoming, caring approach, we have found none better. We are grateful to have them as partners and stewards of our future financial well-being. The team truly wants to know you and understand your needs, goals, and aspirations. We’ve always appreciated the guidance and ideas regarding investment considerations relative to our changing levels of acceptable risk as we’ve edged closer to retirement. As a result of the team’s interest, time, and investment in our financial planning, we feel our financial future is well in hand as we look toward retirement in the next several years.

Personal rapport has always been an important part of wealth management for us. This team believes in this too and it shows. Bravo!

Advice is always well-thought out and timely. They take the time to get to know you, your interests, and goals. They are readily available, regardless if the issue is major or just a simple question.

I have been very pleased with the excellent portfolio service, interaction, and knowledge that I have gained through my 2 years with Beacon Pointe Advisors. The explanation of portfolio investment and goals has been stellar.

We would highly recommend this knowledgeable team of advisors. Helpful, responsive, and committed to their clients.

Over the past 7 years the Beacon Pointe team has successfully guided us towards our financial goals. Their knowledge and expertise has been instrumental with instilling trust and confidence in them. With their advice and guidance we have grown our net worth steadily, and feel comfortable in knowing we can enjoy our retirement years.

A trusted partner with a holistic view.

I’ve been with this agency for 22 years, and have NEVER been disappointed with the customer service. Though my advisor has changed, each person I have worked with has been wonderful! Everyone is very knowledgeable and willing to help. I highly recommend this group of awesome people at Beacon Pointe Advisors!

I am a long-time customer of the advisory team at Beacon Pointe. I couldn’t be more satisfied with the service and experience. My performance has been top notch over decades and any time I need anything, there are multiple team members who are available to help. I highly recommend Beacon Pointe!

I have been a client for Beacon Pointe Advisors for many years. I have been very happy with their services and quick return call with any questions I may have. They have also done a great job investing my money and increasing my portfolio. I would definitely recommend looking for good safe investment.

Top-tier customer service, counsel, and overall performance. Glad to have the Beacon Pointe team in my corner and look forward to a long-lasting relationship. Highly recommend for anyone looking for peace of mind, wherever you may be on your financial journey.

The Beacon Pointe team does an incredible job of tailoring solutions to your needs and goals. They’ve also introduced us to helpful tools and exciting investment opportunities through their platform. Best of all, they provide excellent customer service and are always available to answer any questions.

We’ve been clients for several years, and I’m quite pleased with the performance of our investments under their management. Their team is professional and very responsive to our needs.

In these volatile times, I feel comforted knowing that I have a financial expert looking out for my assets. I value the team’s perspective and so appreciate the continuous feedback. I am “in it” for the long haul, so it is wonderful to know this team has my back, even if they don’t have a crystal ball! They are making decisions to keep my investments safe and I know that the volatility is temporary, but their expertise is sound and confidence-building for long-term growth.

Always very professional and take their fiduciary role very seriously. I have great trust in them managing my investment account… Carefully allocating a diversified portfolio and advising about current and upcoming investment strategies and possibilities. I appreciate the regular check-ins and portfolio reviews… Usually already proactively taking care of things and anticipating when funds are needed… I also appreciate that there is a such a good working relationship and communication with my tax accountant. I think that’s important and makes the process a lot easier! Thank you for the excellent service!

Great to work with all of the folks with Beacon Pointe Advisors. We have built a great relationship and their results are fantastic.

The people at Beacon Pointe managed our finances and especially our transition into retirement. I would recommend them to everyone. There’s a lot more to investing than buying some stocks and bonds and hoping for a reasonable result. The people at Beacon Pointe know how guide investments and they do it very well. They are available, they answer our questions and help fit our financial requirements to a chaotic, sometimes scary, market.

Our Beacon Pointe advisors are outstanding! The team is knowledgeable, friendly and accommodating. They asked the right questions to ensure they had the essential information needed to develop the financial plan that was right for us. We could not be happier.

Been working with this crew for decades… their hard work and dedication is greatly appreciated. Very attentive, very forward-thinking, and easy to work with.

Beacon Pointe has repeatedly demonstrated responsive and professional advisors and administrative staff who are able to provide clear options to even the most naive investor. They approach the wealth management relationship holistically, interacting with my attorney and accountant seamlessly. I have confidently recommended their services to others who have also had the same positive experiences.

They listen, they care, they are extremely intelligent and are always laser focused on communicating, executing and delivering results that have exceeded my very high expectations. I could not be happier with the entire team!

The representatives are professional and competent in their field. I appreciate their responsiveness to my questions and concerns. They are always available when I need them (calls/emails). Plus, I have seen the 401K grow significantly since partnering with Beacon Pointe. Thanks.

I have nothing but gratitude for the team at Beacon Pointe. They have been responsive to my questions, wise in managing my finances, and very clear in explaining my financial picture. I highly recommend this team!

I feel so very fortunate to have the foresight, care, and attention of the professionals at Beacon Point Advisors… All questions are answered… All concerns are addressed! Wonderful people to work with!

Twenty+ years of excellent service and returns secured my and my wife’s retirements in comfortable style. Quarterly reviews and great support in tax, estate planning, and trust areas were extremely valuable! [Recommend] to all considering using a financial advisor, even though I have an excellent financial education.

My family has chosen Beacon Pointe for our investment advisory firm and we are so glad we did. Our team of advisors are always available for any needs we have with our investments and financial planning. I have a lot going on in my life and its so great to have the support I need and not have to worry about my finances.

The Beacon Pointe team are transparent, responsive, and just a fantastic group of individuals to work with.

Great firm that has helped us prosper. While part of a National network, they maintain local contact with clients. They are always available with valuable guidance.

We are so happy to work with the Beacon Pointe office staff. They are excellent to work with and very knowledgeable. They helped us find a way to invest our retirement savings that works well for our risk tolerance and future plans. We highly recommend them.

I managed my own investments for years, but during a change in life and a new chapter beginning, I wanted the security of having a trusted professional. My advisor has not only given me peace of mind, but has become a trusted friend who seems to always be looking out for me.

Beacon Pointe is an outstanding financial services organization with honest and transparent advisors that truly care about their clients.

I became a client of Beacon Pointe Advisors two years ago… I can categorically state that my experience with them has been exceptional, far beyond my expectations. I highly recommend them to anyone looking for a group of people that truly care about you, your retirement plan, and your financial future. They regularly reach out to communicate with me, just to check in, ensure everything is still on track, and review the progress on our retirement plan and actual investment results. I no longer have to worry about whether or not my financial future is secure. I trust them 100%.”

I’m so grateful to have found Beacon Pointe! Their obvious care about my financial success as well as for me personally is amazing. I especially appreciate their ongoing communication and effort to work with my CPA to consider all angles of retirement. Having them as advisors has helped me make the several decisions of new retirement a lot easier. They also make it easy to feel confident in these chaotic times. If you’re looking for a complete financial plan and a team working especially for and with you – you should make an appointment here!

After selling my business and my wife retiring from hers, choosing the right registered investment advisory firm was one of the most important financial decisions we faced. We interviewed a number of firms and are very pleased that we selected Beacon Pointe, as they quickly earned our trust with their professionalism, transparency, and depth of expertise. From the very beginning, they took the time to understand our personal goals, financial needs, and long-term vision, creating a strategy that was not only tailored but also highly adaptable as our circumstances evolved.

What has impressed us most is their proactive approach and commitment to keeping us informed. They are very responsive, detail-oriented, and always put our best interests first, which has allowed us to feel secure knowing that our assets are being managed with care. Beyond simply investing, Beacon Pointe has become a trusted partner in helping us preserve and grow the wealth we worked so hard to build. I have and would wholeheartedly recommend them to anyone seeking a financial advisory team that combines integrity, knowledge, and genuine client focus. They meet with us regularly and are quick to get back to us if we have any questions or requests. Their financial results for us have been better than we expected.

I have been with Beacon Pointe Advisors since fall 2020. They have exceeded my expectations and are always quick to return my calls. I have full trust in their financial decisions as it pertains to my investments and THEY have guided me with information along the way.

In the 12 years we’ve been with our Beacon Pointe team, our family has dealt with career changes, college expenses, retirements and a few of life’s other challenges. Through it all, Beacon Pointe’s staff has always been both professional and a pleasure to deal with. We have benefited financially through the personal attention we get each time we meet with them.

We have tremendous peace of mind knowing our financial situation is well managed. We can always count on prompt answers to our questions.

I have been with my Beacon Pointe advisory team for over seventeen years. They were with me when my husband passed away, and they helped keep me financially stable while I raised two young children. My twin boys are now seniors in college. Recently, my advisor generously spent time speaking with my son about career paths. For me, the biggest strength that this entire group has is their personalized approach to each client. I have full confidence that the decisions they make about my investments are sound. I do not worry as the market fluctuates, and it feels as if they anticipate my financial needs before I do myself. I call my advisory team when I have random questions about my accounts or need help in financing the purchase of my dream home. They are quick to come up with solid solutions. I always feel like they are on my side, striving to help me and my boys live their best lives.