Beacon Pointe Advisors is delighted to announce that Kelly DiGonzini, CFP®, MST, has become one of the…
In The Community
In 2014, Beacon Pointe unveiled an innovative ‘Paid Day of Service’ program allowing employees to…
Beacon Pointe Advisors announces its recent partnership with…
Extended Care/Long-Term Care planning is not just about covering the cost of care. There are many aspects to consider before an LTC event occurs to help ensure your wishes are fulfilled and that everyone involved is prepared. The below Q&A provides additional information that may help you with your planning journey.
The Orange County Business Journal hosted their annual ‘Women in Business’ Luncheon & Program this past week, and Beacon Pointe CEO, Shannon Eusey, was the featured Keynote Speaker addressing 700+ women (and men!) in the audience.
Beacon Pointe is honored to receive recognition from RIA Intel over the past couple of years. The acknowledgments highlighted below are a testament to our commitment to excellence and innovation within the registered investment advisory (RIA) community.
Beacon Pointe is proud to share the art collection recently installed in the Newport Beach, CA platform headquarters office, which was…
Beacon Pointe opened its doors in March 2002 with zero offices and zero assets under management. Fast forward twenty years to March 2022, Beacon Pointe now has 35 offices and more than $25 billion in assets under management with a nationwide team of more than 350 professional members and 10,000+ clients.
Beacon Pointe Advisors (“Beacon Pointe”) announced its latest partnership with Altavista Wealth Management (“Altavista”) with offices based in Asheville and Charlotte, North Carolina. With over $700M in assets under management, Altavista is Beacon Pointe’s third partnership in the Carolinas in the past 14-months.
Beacon Pointe Advisors today announced that it completed five new RIA acquisitions and officially closed a previously announced…