Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Columbia, MD.

Beacon Pointe is a Columbia based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Columbia focuses on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.

We look forward to connecting with you virtually or at our Columbia office to see how best we can assist you with your investment portfolio and financial planning needs.

Contact Information

info@beaconpointe.com
(410) 730-7933

Meet the Columbia Financial Advisor Team

Filter By

Brian Keeney

Client Service Associate

Brian is a Client Service Associate in the Beacon Pointe Maryland office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His responsibilities include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Brian attended the Robert H. Smith School of Business at the University of Maryland, where he earned dual bachelors degrees in finance and supply chain management. Outside of the office, Brian enjoys weightlifting, golfing, and spending time with his family.

Christina White, CFP®

Financial Planner

Christina (Christy) is a Financial Planner at Beacon Pointe Advisors with over 14 years of industry experience and is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Christy enjoys working with clients at every stage in their lives, from early career and starting a family to preparing for retirement and beyond. Christy graduated from the University of Maryland College Park, earning a Bachelor of Science degree in Finance, and holds the Certified Financial Planner™ (CFP®) designation. Christy and her husband, Tom, enjoy spending their free time with their daughter Alexis and visiting with family and friends.

Colin Mayo

Operations Manager

Colin is an Operations Manager for the Beacon Pointe Maryland office. He is responsible for overseeing day-to-day office operations, implementing policy and procedures while working closely with the broader Beacon Pointe client service and operations department. His previous experience in financial services expands from operations, client service, licensing, billing, insurance and compliance. Colin earned his Bachelor of Science degree in Finance from Pennsylvania State University, and in his spare time, he enjoys socializing with his family and friends, golfing, and exploring new restaurants in the Baltimore area.

Donald Ferguson, Jr., CIS®

Principal, Senior Wealth Advisor

Donald (Don) is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. With a niche focus on helping clients transition from their earning years into the distribution phase of life, Don understands there are no “do-overs” at retirement. Don’s caring nature is evidenced in his close relationship with clients and his strong commitment to family. Don and his wife, Cheryl, enjoy spending time with their four grandchildren, Vincent, Noelle, Hayden, and Kaitlyn. Don graduated from the University of Baltimore, earning a Bachelor of Science in Business Administration, and holds the Certified Income Specialist™ (CIS®), designation. Outside of the office, Don enjoys boating, fishing, traveling, and spending weekends with friends and family at the beach.

Grace Boyle

Client Service Associate

Grace is a Beacon Pointe Client Service Department member and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service.

John P. Keeney, CPWA®, CRPC®, CRPS®

Partner, Managing Director

John Keeney is a Partner and Managing Director at Beacon Pointe Advisors and is passionate about working with clients to meet their planning, investment, and income goals. John’s principles and work ethic were instilled by his parents and extended family early on when working in family businesses, where he learned the values of hard work, personal ethics, dedicated service, and building relationships. This early experience elevated his performance expectations and further fueled his dynamic, entrepreneurial spirit. Prior to joining forces via a merger with Beacon Pointe in 2024, John was president and founder of Keeney Financial Group. John holds numerous financial planning designations, including the Certified Private Wealth Advisor™ (CPWA®), Chartered Retirement Planning Counselor™ (CRPC®), and the Chartered Retirement Plan Specialist™ (CRPS®). As his commitment to service extends beyond the role of a wealth advisor, John is passionate about partnering with local youth organizations and national charities to raise funds and make a positive impact in the lives of many. John and his wife, Elissa, have three children, Carolyn, Nathan, and Brian. Outside of the office, John enjoys spending time with family and friends, biking, golfing, traveling, skiing, and fine wine.

Kristian Albornoz, CIMA®, CFP®

Principal, Senior Wealth Advisor

Kristian is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Growing up in a large family, Kristian learned the merits of teamwork and the importance of a strong support system at a young age. These lessons have carried over into his career as he always strives to ensure that clients know that they have a team behind them, dedicated to supporting their retirement goals and lifestyle. Prior to joining Beacon Pointe, Kristian was a wealth advisor at Keeney Financial Group. He graduated with honors from Elon University and holds the Certified Investment Management Analyst™ (CIMA®) designation. Outside of the office, Kristian enjoys volunteering for St. Jude Children’s Hospital and serves as a committee member for the Give Thanks Walk and the annual Hope in the Harbor Gala.

Michelle Shipley

Office Manager

Michelle is the Office Manager for the Beacon Pointe Advisors Maryland office. She is responsible for client communications, database organization, oversight of internal processes, and general office management duties. 

Nathan Keeney

Senior Associate Wealth Advisor

Nathan is a Senior Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client service.

Zachary Boleyn, CFP®

Wealth Advisor

Zachary is a Wealth Advisor at Beacon Pointe and is responsible for providing customized client service and assisting with new client development. Zachary enjoys creating fully comprehensive financial plans that achieve the goals and objectives of each unique client.

Meet the Columbia Financial Advisor Team

Filter By

Brian Keeney

Client Service Associate

Brian is a Client Service Associate in the Beacon Pointe Maryland office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His responsibilities include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Brian attended the Robert H. Smith School of Business at the University of Maryland, where he earned dual bachelors degrees in finance and supply chain management. Outside of the office, Brian enjoys weightlifting, golfing, and spending time with his family.

Christina White, CFP®

Financial Planner

Christina (Christy) is a Financial Planner at Beacon Pointe Advisors with over 14 years of industry experience and is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Christy enjoys working with clients at every stage in their lives, from early career and starting a family to preparing for retirement and beyond. Christy graduated from the University of Maryland College Park, earning a Bachelor of Science degree in Finance, and holds the Certified Financial Planner™ (CFP®) designation. Christy and her husband, Tom, enjoy spending their free time with their daughter Alexis and visiting with family and friends.

Colin Mayo

Operations Manager

Colin is an Operations Manager for the Beacon Pointe Maryland office. He is responsible for overseeing day-to-day office operations, implementing policy and procedures while working closely with the broader Beacon Pointe client service and operations department. His previous experience in financial services expands from operations, client service, licensing, billing, insurance and compliance. Colin earned his Bachelor of Science degree in Finance from Pennsylvania State University, and in his spare time, he enjoys socializing with his family and friends, golfing, and exploring new restaurants in the Baltimore area.

Donald Ferguson, Jr., CIS®

Principal, Senior Wealth Advisor

Donald (Don) is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. With a niche focus on helping clients transition from their earning years into the distribution phase of life, Don understands there are no “do-overs” at retirement. Don’s caring nature is evidenced in his close relationship with clients and his strong commitment to family. Don and his wife, Cheryl, enjoy spending time with their four grandchildren, Vincent, Noelle, Hayden, and Kaitlyn. Don graduated from the University of Baltimore, earning a Bachelor of Science in Business Administration, and holds the Certified Income Specialist™ (CIS®), designation. Outside of the office, Don enjoys boating, fishing, traveling, and spending weekends with friends and family at the beach.

Grace Boyle

Client Service Associate

Grace is a Beacon Pointe Client Service Department member and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service.

John P. Keeney, CPWA®, CRPC®, CRPS®

Partner, Managing Director

John Keeney is a Partner and Managing Director at Beacon Pointe Advisors and is passionate about working with clients to meet their planning, investment, and income goals. John’s principles and work ethic were instilled by his parents and extended family early on when working in family businesses, where he learned the values of hard work, personal ethics, dedicated service, and building relationships. This early experience elevated his performance expectations and further fueled his dynamic, entrepreneurial spirit. Prior to joining forces via a merger with Beacon Pointe in 2024, John was president and founder of Keeney Financial Group. John holds numerous financial planning designations, including the Certified Private Wealth Advisor™ (CPWA®), Chartered Retirement Planning Counselor™ (CRPC®), and the Chartered Retirement Plan Specialist™ (CRPS®). As his commitment to service extends beyond the role of a wealth advisor, John is passionate about partnering with local youth organizations and national charities to raise funds and make a positive impact in the lives of many. John and his wife, Elissa, have three children, Carolyn, Nathan, and Brian. Outside of the office, John enjoys spending time with family and friends, biking, golfing, traveling, skiing, and fine wine.

Kristian Albornoz, CIMA®, CFP®

Principal, Senior Wealth Advisor

Kristian is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Growing up in a large family, Kristian learned the merits of teamwork and the importance of a strong support system at a young age. These lessons have carried over into his career as he always strives to ensure that clients know that they have a team behind them, dedicated to supporting their retirement goals and lifestyle. Prior to joining Beacon Pointe, Kristian was a wealth advisor at Keeney Financial Group. He graduated with honors from Elon University and holds the Certified Investment Management Analyst™ (CIMA®) designation. Outside of the office, Kristian enjoys volunteering for St. Jude Children’s Hospital and serves as a committee member for the Give Thanks Walk and the annual Hope in the Harbor Gala.

Michelle Shipley

Office Manager

Michelle is the Office Manager for the Beacon Pointe Advisors Maryland office. She is responsible for client communications, database organization, oversight of internal processes, and general office management duties. 

Nathan Keeney

Senior Associate Wealth Advisor

Nathan is a Senior Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client service.

Zachary Boleyn, CFP®

Wealth Advisor

Zachary is a Wealth Advisor at Beacon Pointe and is responsible for providing customized client service and assisting with new client development. Zachary enjoys creating fully comprehensive financial plans that achieve the goals and objectives of each unique client.

Meet the Columbia Financial Advisor Team

Filter By

Brian Keeney

Client Service Associate

Brian is a Client Service Associate in the Beacon Pointe Maryland office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His responsibilities include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Brian attended the Robert H. Smith School of Business at the University of Maryland, where he earned dual bachelors degrees in finance and supply chain management. Outside of the office, Brian enjoys weightlifting, golfing, and spending time with his family.

Christina White, CFP®

Financial Planner

Christina (Christy) is a Financial Planner at Beacon Pointe Advisors with over 14 years of industry experience and is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Christy enjoys working with clients at every stage in their lives, from early career and starting a family to preparing for retirement and beyond. Christy graduated from the University of Maryland College Park, earning a Bachelor of Science degree in Finance, and holds the Certified Financial Planner™ (CFP®) designation. Christy and her husband, Tom, enjoy spending their free time with their daughter Alexis and visiting with family and friends.

Colin Mayo

Operations Manager

Colin is an Operations Manager for the Beacon Pointe Maryland office. He is responsible for overseeing day-to-day office operations, implementing policy and procedures while working closely with the broader Beacon Pointe client service and operations department. His previous experience in financial services expands from operations, client service, licensing, billing, insurance and compliance. Colin earned his Bachelor of Science degree in Finance from Pennsylvania State University, and in his spare time, he enjoys socializing with his family and friends, golfing, and exploring new restaurants in the Baltimore area.

Donald Ferguson, Jr., CIS®

Principal, Senior Wealth Advisor

Donald (Don) is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. With a niche focus on helping clients transition from their earning years into the distribution phase of life, Don understands there are no “do-overs” at retirement. Don’s caring nature is evidenced in his close relationship with clients and his strong commitment to family. Don and his wife, Cheryl, enjoy spending time with their four grandchildren, Vincent, Noelle, Hayden, and Kaitlyn. Don graduated from the University of Baltimore, earning a Bachelor of Science in Business Administration, and holds the Certified Income Specialist™ (CIS®), designation. Outside of the office, Don enjoys boating, fishing, traveling, and spending weekends with friends and family at the beach.

Grace Boyle

Client Service Associate

Grace is a Beacon Pointe Client Service Department member and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service.

John P. Keeney, CPWA®, CRPC®, CRPS®

Partner, Managing Director

John Keeney is a Partner and Managing Director at Beacon Pointe Advisors and is passionate about working with clients to meet their planning, investment, and income goals. John’s principles and work ethic were instilled by his parents and extended family early on when working in family businesses, where he learned the values of hard work, personal ethics, dedicated service, and building relationships. This early experience elevated his performance expectations and further fueled his dynamic, entrepreneurial spirit. Prior to joining forces via a merger with Beacon Pointe in 2024, John was president and founder of Keeney Financial Group. John holds numerous financial planning designations, including the Certified Private Wealth Advisor™ (CPWA®), Chartered Retirement Planning Counselor™ (CRPC®), and the Chartered Retirement Plan Specialist™ (CRPS®). As his commitment to service extends beyond the role of a wealth advisor, John is passionate about partnering with local youth organizations and national charities to raise funds and make a positive impact in the lives of many. John and his wife, Elissa, have three children, Carolyn, Nathan, and Brian. Outside of the office, John enjoys spending time with family and friends, biking, golfing, traveling, skiing, and fine wine.

Kristian Albornoz, CIMA®, CFP®

Principal, Senior Wealth Advisor

Kristian is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Growing up in a large family, Kristian learned the merits of teamwork and the importance of a strong support system at a young age. These lessons have carried over into his career as he always strives to ensure that clients know that they have a team behind them, dedicated to supporting their retirement goals and lifestyle. Prior to joining Beacon Pointe, Kristian was a wealth advisor at Keeney Financial Group. He graduated with honors from Elon University and holds the Certified Investment Management Analyst™ (CIMA®) designation. Outside of the office, Kristian enjoys volunteering for St. Jude Children’s Hospital and serves as a committee member for the Give Thanks Walk and the annual Hope in the Harbor Gala.

Michelle Shipley

Office Manager

Michelle is the Office Manager for the Beacon Pointe Advisors Maryland office. She is responsible for client communications, database organization, oversight of internal processes, and general office management duties. 

Nathan Keeney

Senior Associate Wealth Advisor

Nathan is a Senior Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client service.

Zachary Boleyn, CFP®

Wealth Advisor

Zachary is a Wealth Advisor at Beacon Pointe and is responsible for providing customized client service and assisting with new client development. Zachary enjoys creating fully comprehensive financial plans that achieve the goals and objectives of each unique client.

Connect with one of our trusted Financial Advisors in Columbia, MD.

We are here to be a partner with you on your personal wealth journey.  Please contact us if we can be of service.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...