Meet Our Advisory Team

My husband and I recently joined Beacon Pointe and have already felt a strong sense of belonging within their organization. Heather, Tori, Isabel and Jack have been exceptional throughout our transition, demonstrating a high level of professionalism and attentiveness. They have consistently provided outstanding customer service, maintained prompt and clear communication, and exhibited a high degree of financial expertise. Their knowledge and dedication have instilled a great deal of confidence in our financial planning.

I have worked with Heather O’Neill Fairbanks and her team for more than 30 years! I truly could not ask for someone better to guide my financial life. Heather has always been honest, transparent and has always genuinely cared about me as a client. One thing I have always appreciated is that she invests in similar funds she recommends to me, it really shows how much she believes in the strategies she uses. Thanks to her guidance and long-term planning, I was able to retire in my 50’s and now enjoy a comfortable retirement, I am able to travel, relax and enjoy life without constantly worrying about my finances. I feel completely comfortable and confident working with this team, and I am very grateful for everything they have done to help me build and enjoy the retirement and lifestyle I have today. I highly recommend Heather and her team to anyone looking for trustworthy, knowledgeable financial guidance.

We have been working with this wonderful team for several years and could not be more satisfied. They are incredibly responsive and helpful, lovely people and great results.

We have accomplished a comfortable, worry-free retirement! The team’s attention and personal approach gives us a feeling of trust and ease. It’s comforting to know that Heather, Tori, and Jack are a phone call away. We couldn’t be more pleased!

We have increased confidence in future planning as well as immediate needs being met via personalized responses, optimism, and constructive answers to questions that are important to us. As we head into the retirement phase for me, I look forward to the team’s guidance!

The Beacon Pointe team has helped me be more mindful of my finances. We have developed a strong savings strategy together and I feel comfortable reaching out for any financial questions throughout the year.

We have had absolute trust in this firm since we joined it back in 1996. Since then, we have seen great growth in our accounts and couldn’t be more satisfied. We have funds to supplement our retirement and to gift money to our children. It is the family feel that we have always appreciated. This firm manages our money with complete understanding of our goals and needs. Thank you!

I no longer worry about my financial planning, if I’m doing the right thing or if I should be making changes. It’s the personal touch, I don’t feel like a number, I feel a valued partnership working with people that truly care!

What I love most about my Beacon Pointe advisors is their warmth, caring and love for what they do! Not only do they help their clients achieve their goals and reach their financial potential, but they are also part of my extended family, guiding me all along the way. I feel fortunate to be able to work with them and count on them as my trusted advisors and friends.

First and foremost we have developed a personal relationship with the team at Beacon Pointe, which is very important when dealing with our personal finances. Knowing that our financial future is in good hands gives us peace of mind. Their personal touch, quick response, knowledge of investment strategy and financial planning gives us confidence in their handling of our finances.