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.

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 Scottsdale. 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. We started as small investors with minimal expertise and investment capital. But 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. Bottom line, from day one to present we have always had a high degree of trust in the people and services at Beacon Pointe.