Beacon Pointe has been named to Orange County Business Journal’s List of Best Places to Work in Orange County for the second year in a row. This survey and recognition publication (the official 
list will be available in the OCBJ’s October publication) is dedicated to identifying and recognizing Orange County’s best employers. Beacon Pointe prides itself on creating an environment that fosters teamwork, employee growth, and strong work ethics.
To see the Orange County Business Journal list of Best Places to Work in Orange County, please click here.
About Beacon Pointe
Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We are 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.
Our mission is to provide comprehensive, objective investment advice and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies and the selection of what we believe to be superior investment managers.
Our employees are the FACES of Beacon Pointe:
Family-oriented, Ambitious, Collaborative, Entrepreneurial, Service-minded
Dedication to Service
The Beacon Pointe team is dedicated to delivering a superb service experience to every client. We understand the importance of being responsive, proactive and strive to go the extra mile to meet the needs of our clients.
Private Wealth Management
Investment Selection and Portfolio Management
Comprehensive Strategic and Financial Planning
Insurance Assessments and Risk Planning
Ongoing Monitoring and Oversight
Institutional Consulting
Investment Policy Statements
Asset Allocation Modeling
Investment Manager Search and Selection
Performance Management and Monitoring
Board, Committee, and Staff Education
Advisor Partnerships
Growth Opportunities and Synergies
Long-Term Succession Planning
Back Office Resources and Support
Enhanced Lead Flow and Operational Efficiencies
Retirement Plan Services
401(k) & 403(b) Plan Evaluation
Fiduciary Oversight and Operational Efficiency
Investment Manager Search and Selection
Performance Management and Monitoring
Committee and Plan Participant Education
Important Disclosure: Third-party awards, rankings, and recognitions are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor by any client or prospective client, nor are they representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the adviser’s clients. Registration as an investment advisor does not imply a certain level of training or skill. Beacon Pointe Advisors did not pay to participate in any award or survey. This content is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. Some information may have been obtained from third-party sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. An investor should consult with their financial professional before making any investment decisions. For additional information about industry awards and rankings please see Important Disclosures.
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