Beacon Pointe Advisors Rounds Out the Year with Robust Growth Driven by Key Acquisitions
December 17, 2024
Beacon Pointe Advisors (“Beacon Pointe”) unveils its latest acquisitions of...
In The Community
Discover how we’re making a positive impact in the communities we serve through meaningful partnerships, initiatives, and philanthropic efforts.
Beacon Pointe Advisors Welcomes Greggory Cowan as Retirement Plan Business Consultant
December 9, 2024
In this new role, Gregg will support the growing portfolio of Beacon Pointe’s Retirement Plan Services Group, which...
Beacon Pointe Advisors Breaks New Ground in Minnesota
October 16, 2024
Beacon Pointe Advisors announces its latest acquisition of Landmark Wealth Management Group based in Lake Elmo, Minnesota...
Beacon Pointe Advisors Bridges New Opportunities Through Further Acquisitions
October 1, 2024
Beacon Pointe Advisors unveils its latest acquisitions of Bridge Advisory with offices in Pasadena, CA, and...
Worth Magazine Honors Beacon Pointe Advisors
June 24, 2024
Worth Magazine recognizes the critical need for forward-thinking financial planning for the...
Director of Financial Planning Kelly DiGonzini Appointed to the CFP® Board Women’s Initiative Council
June 17, 2024
Beacon Pointe Advisors is delighted to announce that Kelly DiGonzini, CFP®, MST, has become one of the...
2023 Paid Day of Service
June 14, 2024
In 2014, Beacon Pointe unveiled an innovative ‘Paid Day of Service’ program allowing employees to...
Beacon Pointe Advisors Expands Pacific Northwest Presence with Joslin Capital Acquisition
June 5, 2024
Beacon Pointe Advisors announces its recent partnership with...
Greater Irvine Chamber of Commerce ‘Women of Influence’ Award
April 5, 2024
Extended Care/Long-Term Care planning is not just about covering the cost of care. There are many aspects to consider before…