Boston, MA
Meet Our Advisory Team
What Our Clients Say
Hear directly from the individuals and families we serve about the trust, guidance, and personalized experience they’ve found working with our team.
Important Disclosure: Testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.
Our Boston Advisory Team
Casey Paton, CFA®, CFP®
Partner, Senior Wealth Advisor
Leigh Bivings, PhD, CDFA®, CFP®
Partner, Managing Director
Maria Faleyev, CFA®
Strategic Investment Advisor
Mark Haser, MBA, CFP®
Partner, Senior Wealth Advisor
Megan Allen
Associate Wealth Advisor
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact our Boston team if we can be of service.
Recent Local News and Updates
Partner and Senior Wealth Advisor, Casey Paton, CFA®, CFP®, Joins Beacon Pointe Advisors
Casey Paton, CFA®, CFP®, has joined Beacon Pointe Advisors as a Partner and Senior Wealth Advisor, adding to the firm's experienced team serving clients…
Read more →Beacon Pointe Advisors Rounds Out the Year with Robust Growth Driven by Key Acquisitions
Beacon Pointe Advisors (“Beacon Pointe”) unveils its latest acquisitions of...
Read more →