“They listen, ask good questions and provide timely, helpful advice. I recommend them to anyone that is ready for the next level of investment advising.”
★★★★★
– Client of the Scottsdale, AZ Office
“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.”
★★★★★
– Client of the Denver, CO Office
“I have found the level of expertise and to be excellent and their attention to customer service is above and beyond what would generally be expected. First class in every way…”
★★★★★
– Client of the Winter Park, FL Office
“I would highly recommend Beacon Pointe. My advisor is always 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 also with tax guidance that has saved me money.”
★★★★★
– Client of the Los Angeles, CA Office
“We have had Beacon Pointe manage our investments for 14 years… They treat us like family and advise us in every aspect of our finances. They have grown our net worth consistently.”
★★★★★
– Client of the Greensboro, NC Office
“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.”
★★★★★
– Client of the Seattle, WA Office
The Beacon Pointe Team has been wonderful to work with. They’ve created a personal plan for me, and they’ve helped me along the way by explaining all the details and answering all my questions. Creating my own financial plan was something I was not confident to do on my own. Beacon Pointe’s approach made it very easy to understand, and I truly appreciate the support and guidance they’ve provided along the way.
The most professional, personal, fun financial team you will ever encounter. Integrity is at their core and I trust them whole heartedly.
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!
After my husband passed away, I was truly grateful for the recommendation to Beacon Pointe. 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!
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 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!
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.
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.
We can trust that we will be requested to meet periodically and at the meeting will have a thorough review our investments presented in material that we can 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.
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.
Beacon Pointe Advisors are incredible. The customer service is amazing, and the financial advice provided by the advisors is always well informed. I highly recommend Beacon Pointe Advisors to anyone.
Been a client of Beacon Pointe for 5 years now and have always had a very strong return. They are very realistic when managing expectations while being very thorough in their fund management. My rep is always available to speak and gives me a lot of his attention unlike the bigger wealth managers that tend to make you feel like just another number. I would highly recommend this firm.
The team’s collaborative approach and forward-thinking mindset set them apart from other firms. Whether it’s identifying new opportunities or navigating market fluctuations, we feel secure knowing our financial future is in such capable hands. Beacon Pointe Advisors has truly earned our trust and appreciation, and we wholeheartedly recommend them to anyone seeking a top-tier wealth management experience
Whenever a person selects a financial advisor there are some important prerequisites: Are they trustworthy? Are the recommendations in our best interests? Do the results match up with the recommendations? Over the years of working with Beacon Pointe, the prerequisites have been met.
The quality of service is excellent beyond our expectations. The Beacon Pointe team helped us plan for retirement, explaining the philosophy and with each meeting prepared us for next steps.
The Beacon Pointe team is competent, knowledgeable and very professional. The team is always very helpful and interested in meeting the needs of their clients.
The quality of service and professionalism of the Beacon Pointe team are excellent.
I came to Beacon Pointe looking for a secure retirement to supplement Social Security and my husband’s retirement annuity. They provided the investment know-how and advice to make our retirement income sufficient.
Beacon Pointe is knowledgeable, trustworthy, helpful, and interested in achieving financial growth with my assets.
Anybody who is looking for direction on their investing would benefit from Beacon Pointe. They keep you up to date on how the markets are doing and reacting, so you stay knowledgeable.
We are very comfortable with the trust we have placed in the team. Our returns meet our needs and are within our risk tolerance.
The Beacon Pointe team hasn’t just taken care of our finances, they have taken care of our family…
The Beacon Pointe team has been invaluable in guiding us through inheritance issues, insurance options, estate planning…
Beacon Pointe listened to our concerns and engaged a collaborative planning process… Their planning and advice was always professional and on target when we started 20 years ago, and continues to this day. Any question we ask is met with enthusiasm and fully explained, no matter how small. Without the partnership with Beacon Pointe, I know we would not be where we are today. Thank you for your dedication to effective and sound advice.
The investment strategy has been very successful in building my retirement portfolio. The quality of service and professionalism are of the highest caliber.
As early retirees, we were concerned about having enough funds for the years ahead. Working with the team at Beacon Pointe, we have been able to design a portfolio that meets our needs. Any time we have an investment question, we can call them and have it addressed.
Each member of the team provides their own particular skill set, knowledge, and experience, resulting in more benefit for us as clients than we could have gained by having just one wealth advisor. I have been with my current team for a long time and they have not only grown my investments steadily, but they are careful to protect them from loss in these challenging times
In our experience, a person would look long and hard to find a wealth management organization as conscientious, organized, and knowledgeable as this team. When considering their welcoming, caring approach, we have found none better. We are grateful to have them as partners and stewards of our future financial well-being. The team truly wants to know you and understand your needs, goals, and aspirations. We’ve always appreciated the guidance and ideas regarding investment considerations relative to our changing levels of acceptable risk as we’ve edged closer to retirement. As a result of the team’s interest, time, and investment in our financial planning, we feel our financial future is well in hand as we look toward retirement in the next several years.
Personal rapport has always been an important part of wealth management for us. This team believes in this too and it shows. Bravo!
Advice is always well-thought out and timely. They take the time to get to know you, your interests, and goals. They are readily available, regardless if the issue is major or just a simple question.
I have been very pleased with the excellent portfolio service, interaction, and knowledge that I have gained through my 2 years with Beacon Pointe Advisors. The explanation of portfolio investment and goals has been stellar.
We would highly recommend this knowledgeable team of advisors. Helpful, responsive, and committed to their clients.
The Beacon Pointe Team has been wonderful to work with. They’ve created a personal plan for me, and they’ve helped me along the way by explaining all the details and answering all my questions. Creating my own financial plan was something I was not confident to do on my own. Beacon Pointe’s approach made it very easy to understand, and I truly appreciate the support and guidance they’ve provided along the way.
The most professional, personal, fun financial team you will ever encounter. Integrity is at their core and I trust them whole heartedly.
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!
After my husband passed away, I was truly grateful for the recommendation to Beacon Pointe. 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!
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 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!
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.
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.
We can trust that we will be requested to meet periodically and at the meeting will have a thorough review our investments presented in material that we can 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.
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.
Beacon Pointe Advisors are incredible. The customer service is amazing, and the financial advice provided by the advisors is always well informed. I highly recommend Beacon Pointe Advisors to anyone.
Been a client of Beacon Pointe for 5 years now and have always had a very strong return. They are very realistic when managing expectations while being very thorough in their fund management. My rep is always available to speak and gives me a lot of his attention unlike the bigger wealth managers that tend to make you feel like just another number. I would highly recommend this firm.
The team’s collaborative approach and forward-thinking mindset set them apart from other firms. Whether it’s identifying new opportunities or navigating market fluctuations, we feel secure knowing our financial future is in such capable hands. Beacon Pointe Advisors has truly earned our trust and appreciation, and we wholeheartedly recommend them to anyone seeking a top-tier wealth management experience
Whenever a person selects a financial advisor there are some important prerequisites: Are they trustworthy? Are the recommendations in our best interests? Do the results match up with the recommendations? Over the years of working with Beacon Pointe, the prerequisites have been met.
The quality of service is excellent beyond our expectations. The Beacon Pointe team helped us plan for retirement, explaining the philosophy and with each meeting prepared us for next steps.
The Beacon Pointe team is competent, knowledgeable and very professional. The team is always very helpful and interested in meeting the needs of their clients.
The quality of service and professionalism of the Beacon Pointe team are excellent.
I came to Beacon Pointe looking for a secure retirement to supplement Social Security and my husband’s retirement annuity. They provided the investment know-how and advice to make our retirement income sufficient.
Beacon Pointe is knowledgeable, trustworthy, helpful, and interested in achieving financial growth with my assets.
Anybody who is looking for direction on their investing would benefit from Beacon Pointe. They keep you up to date on how the markets are doing and reacting, so you stay knowledgeable.
We are very comfortable with the trust we have placed in the team. Our returns meet our needs and are within our risk tolerance.
The Beacon Pointe team hasn’t just taken care of our finances, they have taken care of our family…
The Beacon Pointe team has been invaluable in guiding us through inheritance issues, insurance options, estate planning…
Beacon Pointe listened to our concerns and engaged a collaborative planning process… Their planning and advice was always professional and on target when we started 20 years ago, and continues to this day. Any question we ask is met with enthusiasm and fully explained, no matter how small. Without the partnership with Beacon Pointe, I know we would not be where we are today. Thank you for your dedication to effective and sound advice.
The investment strategy has been very successful in building my retirement portfolio. The quality of service and professionalism are of the highest caliber.
As early retirees, we were concerned about having enough funds for the years ahead. Working with the team at Beacon Pointe, we have been able to design a portfolio that meets our needs. Any time we have an investment question, we can call them and have it addressed.
Each member of the team provides their own particular skill set, knowledge, and experience, resulting in more benefit for us as clients than we could have gained by having just one wealth advisor. I have been with my current team for a long time and they have not only grown my investments steadily, but they are careful to protect them from loss in these challenging times
In our experience, a person would look long and hard to find a wealth management organization as conscientious, organized, and knowledgeable as this team. When considering their welcoming, caring approach, we have found none better. We are grateful to have them as partners and stewards of our future financial well-being. The team truly wants to know you and understand your needs, goals, and aspirations. We’ve always appreciated the guidance and ideas regarding investment considerations relative to our changing levels of acceptable risk as we’ve edged closer to retirement. As a result of the team’s interest, time, and investment in our financial planning, we feel our financial future is well in hand as we look toward retirement in the next several years.
Personal rapport has always been an important part of wealth management for us. This team believes in this too and it shows. Bravo!
Advice is always well-thought out and timely. They take the time to get to know you, your interests, and goals. They are readily available, regardless if the issue is major or just a simple question.
I have been very pleased with the excellent portfolio service, interaction, and knowledge that I have gained through my 2 years with Beacon Pointe Advisors. The explanation of portfolio investment and goals has been stellar.
We would highly recommend this knowledgeable team of advisors. Helpful, responsive, and committed to their clients.
Connect with one of our trusted Advisors.
Client Experiences Brought to Life
The case studies below highlight some of the different ways we can help our clients live their best financial lives.
Important Disclaimer: Case studies presented are hypothetical scenarios and intended for illustrative purposes only. They do not represent an actual client or an actual client’s experience, but rather are meant to provide an example of the Beacon Pointe’s process and methodology. An individual’s experience may vary based on his or her circumstances. There can be no assurance that the Firm will be able to achieve similar results in comparable situations. No portion of this case study is to be interpreted as a testimonial or endorsement of the Firm’s investment advisory services, and it is not known whether the hypothetical clients referenced approve of the Firm or its services. The information contained herein should not be construed as personal investment advice.
