Meet Our Advisory Team

Beacon jointly developed an investment plan with us. They followed through and continue to update investments in accordance with that plan. They also provided additional services including reviewing our estate plan and even reduced fees at my request. I have total faith in what they are doing and feel they have greatly reduced a financial burden I no longer want. They are easy to do business with, professional and very personable.

I have been working with Mel and Jon for many many years and I can confidently say that they have been invaluable in managing my finances. I also really appreciate how approachable they are not only to me but my entire family. They are always quick to respond with thoughtful explanations and a personalized approach. I have seen measurable growth in my portfolio and truly believe they have my best interest at heart.

Working with Delia has been nothing but amazing. Her guidance and support has been extremely helpful during a time of transition. She is very on it, responsible, fast, detail-oriented, and extremely intelligent. Would highly recommend working with Delia and Beacon Pointe.

I have been with Beacon for about a year now, and in that year I have only received the best treatment from everyone I have spoken to. Specifically, Melissa, my advisor, is so extremely knowledgable and patient with me, and any questions I have. I have learned so much in a short amount of time, and I plan on being with Beacon for a very long time.

I’ve worked with Don Hertling and his team for many years, and they’ve been outstanding every step of the way. From top to bottom, the entire team is friendly, accessible, and always make me feel like a top-tier client, even though I know I’m not their biggest. They take the time to explain things clearly and always follow my input while delivering strong results tailored to my needs. It’s a rare combination of professionalism, personal attention, and performance that I truly value.

We have been working with Don and Jon at Beacon Pointe for over two years, beginning with a recommendation from a trusted advisor at our brokerage. They have created a strong portfolio of mixed investment types that have performed well in this crazy volatility. Not only has the value gone up, despite distributions taken, it buffers against dropping markets as well. Yes it goes up and down with volatility, but the swings are slower and not as deep, which is what we wanted when we first discussed our needs in the early meetings. In addition our status is more complex in some ways in that we are full-time travelers. When we needed replacement ATM cards, our bank would only ship them to a US address. They arranged to receive the cards and FedEx them to our next hotel and send security codes via secure file transfer. That is just one way they have supported our lifestyle. There are many others.

The sophistication of our portfolio strategy, their patience in explaining its operation and reporting detail, their availability when I have questions or just need assurances when the market is going south, and their “above and beyond” service when needed, make Beacon Pointe a valuable investment in our future. Thank you.

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!

I have all positive things to say about Beacon Pointe Advisors. Donald Hertling is professional, knowledgeable and attentive. More than that, he takes a personal interest in his clients in order to give the best financial planning advice for their individual circumstances. I have the utmost confidence in his experience and expertise.

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.