Meet Our Advisory Team

My husband and I have been working with Liam and his team for about nine months and they have been terrific. Not only did they help navigate a transfer of my 401(k) account to a fund they manage but have taken the time to get to know us and understand our financial and life goals. Especially in this turbulent time, I sleep so much better knowing that Beacon Pointe is looking out for our money.

This firm is amazing!!!! I have been so impressed with the team at Beacon Pointe. Liam Powell & Jacob Lucchese are fantastic!! They have set me up for a successful retirement, sooner than I expected. They are thorough, patient, responsive and knowledgeable. I feel that my future is in very safe hands with this team!!

My wife and I have been long-time clients of Beacon Pointe in Scottsdale, AZ, and working with Liam Powell and Jacob Lucchese has truly been an outstanding experience. Their approach to wealth management and financial planning is professional, thoughtful, and completely stress-free. From the very beginning, Liam and Jacob took the time to understand our specific needs and circumstances, building a plan and portfolio designed to adapt to life changes and long-term goals. Their advice is delivered through timely communication and a well-coordinated team approach. We are always presented with clear options and consistently feel at the center of the decision-making process. We highly recommend Liam and Jacob to anyone seeking knowledgeable, attentive, and trustworthy wealth management services.

I want to express my sincere appreciation for Jacob, Sean, and Todd at Beacon Pointe Advisors. Their professionalism, deep knowledge, and exceptional attention to detail have made a meaningful difference in managing my financial investments. They consistently keep me well-informed and up to date on any changes in the stock market, IRA accounts, and bonds. I truly value how prompt and proactive they are in communicating important updates—it gives me great confidence and peace of mind knowing my investments are in such capable hands. Their dedication and hard work do not go unnoticed. It’s clear they genuinely care about their clients and go above and beyond to provide excellent service. Thank you so very much, Jacob, Sean and Todd, for your outstanding support and commitment.

Liam has been our trusted financial adviser for over 6 years. Besides having own exceptional knowledge he has partnered with a group of professional that is resource rich with longterm financial professional which Liam represents well.

I have been with this company for many years now and they have always done an amazing job for me, especially considering I’m a very small investor. The care and attention and consistent communication are very unusual these days. I referred a friend to Joshua and she continues to rave about how wonderful he is. I am eternally grateful for the job they’ve done for me.

We’ve had the incredible advantage of working with Todd, Sean, Jacob, Justin and all the other great folks on their team who have cared for us like one of their own. I NEVER worry about where they’re investing our money because their expertise, their experience and their track record have always proven success for me!

I have been a client with Sean Mahoney at Beacon Point for over 10 years wouldn’t go anywhere else! His team is amazing I always feel like a priority regardless of the situation.

I have relied on Ken Kann and his team for over 15 years with great success. In the 2000 dot com bust I lost my small nest egg thinking I could figure out the market. From that day forward I decided to leave it to the people that know what they are doing. I followed Ken to Beacon and now work with Ryan, Josh and Kelsey who are great! I was skeptical at the beginning that the accounts would grow to the point of not having to worry about money, but their projections were spot on. I hardly look at my accounts anymore. During the down turns, I just don’t worry anymore. Anyone looking for financial advice owes it to themselves to speak with the folks at Beacon Pointe.

I’ve been working with Sean Mahoney at Beacon Poine since 2018 and I honestly couldn’t be happier. From the start, he really took the time to understand what I was looking for financially and helped me and my wife come up with a solid plan that actually makes sense for us.Sean always explains everything in a way that’s easy to understand, without all the confusing jargon. I always feel like I can ask questions without feeling dumb, and I never feel pressured into anything. Since working with Sean, I feel way more confident about my finances—whether it’s financial planning, investing, or just figuring out what to prioritize. If you’re looking for someone who’s professional but super easy to talk to, I definitely recommend reaching out to Sean Mahoney at Beacon Pointe.