Meet Our Advisory Team

Brad Meyer is our financial advisor at Beacon Pointe, and we couldn’t be more pleased. He takes the time to thoroughly review our financial situation, clearly outlines our goals, and explains everything in a way that’s easy to understand. We have complete trust in Brad and Beacon Pointe to manage our hard-earned money with care and integrity.

Brad and and Beacon Pointe Advisors are awesome. They take the time to listen to your specific needs and understand the products that will help us meet our goals.

Been working with this crew for decades… their hard work and dedication is greatly appreciated. Very attentive, very forward-thinking, and easy to work with.

Fred and his very capable team have managed our portfolio and 401(k) for over 15 years. They are extremely informed and expert about market conditions, financial trends and investment strategies. In addition, they are very responsive and superb at customer service and communication. As I have told Fred frequently… we are able to sleep because Fred and his team don’t. Five stars are well deserved.

We have been with Brad Meyer for many years now and have a wonderful relationship with him and Beacon Pointe. And that’s the key word, relationship. It never feels like a transaction when we meet to discuss our financial health. It feels personal. Brad truly care about our success and is there to support us in any way possible with our setbacks. He encourages us to live our lives the way we want to all while helping us to understand and prepare for the financial implications of our choices. There is no judgement. There is healthy information, protection, and empowerment, with structured and sound plans to earn and build wealth as best as possible within our means. It is a friends and family feel at Beacon Pointe and we truly value our relationship. We never plan to leave.

Tom, Bryton, Carlos and the entire crew at Beacone Pointe have showed me and my family the utmost care and professionalism for more than 20 years. We are treated like family and we trust them to help us take care of our finances according to our needs and goals. The growth of our funds have been excellent. Everyone on Tom’s team is so responsive and helpful. If you are looking for a fiduciary, I strongly recommend them! They will take excellent care of you too.

Tom Stefaniak and his team are the ultimate professionals you can trust. I have known Tom for 20 years, and he is an upstanding family man who cares about his clients and their success. He has built a team around him of good, kind professionals like himself. I highly recommend Tom and Beacon Pointe for your financial advice and management needs.

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.

My wife and have been with Tom for now 25+years and he continues to provide us with his expertise and support. My wife and I are now both retired and thanks to Tom we are financially secure and very comfortable.

Thanks to Tom’s investment planning and guidance, I was able to retire comfortably at my target age 12 years ago. Since then, we’ve enjoyed financial security with excellent products that provide guaranteed lifetime income, supplementing our pension and Social Security benefits. Tom’s deep financial expertise is always communicated in a clear and easy-to-understand way. He consistently monitors our investments, recommending adjustments when better options arise, and always has our best interests at heart. We trust him completely. The Beacon Pointe office atmosphere is friendly, welcoming, and relaxed, yet it’s clear the company is a well-oiled machine that operates with precision and efficiency. Tom treats his clients like extended family, as evidenced by the appreciation events he hosts throughout the year. I highly recommend Tom and his team to anyone seeking financial advice with unmatched expertise, professionalism, and exceptional customer service.