Meet Our Advisory Team

I love working with Zach Boleyn at Beacon Pointe. He explained everything to me in a way that I could understand and had so much patience with all my questions. Zach is trustworthy, honest and responsive. I would recommend him to anyone who is looking to invest money!

We can’t say enough wonderful words about our advisor, Don Ferguson at Beacon Pointe. Since having Don manage our portfolio for many years now, gives us extreme piece of mind. He is always accessible and meets with us a few times a year to review everything. Truly I don’t even think about how things are doing in the market because with Don managing our money we always do well and continue to achieve our financial goals.

We’ve been with the same financial advisors Don Ferguson for 15 years, and our financial situation, retirement, college funds for the kids, donor advised fund, 401K, IRAs, wills and trusts are all set up thanks to him. Beacon Pointe even compared the best Medicare plan for us when I turned 65. Don and Kristian Albornoz take a personal interest in your future, I trust this team we’ve worked with for the past 15 years and highly recommend.

I have been a long-term client of Beacon Pointe. Their service is exceptional. They have been outstanding in advising my finances and guiding me to retirement. I appreciate the variety of services they have to offer as well as their acumen to obtain the highest earnings for me.

Beacon Pointe have been managing our finances for more years than I remember. Don and Kristian are a pleasure to work with. They keep us regularly informed on our portfolio status, what changes are being made and why. They gladly give their time to provide detailed answers to our questions and are just plain nice people. They put in place an actual rational plan (which we certainly didn’t have when we were managing it) and are constantly evaluating that plan. They are experts in managing investments, different investment vehicles and when they make sense, optimizing for taxes,… and have access to strategies we had never heard of. In short we are delighted with our decision to engage Beacon Pointe.

If you are looking for a financial Advisor, I highly recommend Beacon Pointe. Beacon Pointe has managed my wife’s and my finances and because of their guidance we were lucky enough to retire early.

In these times of a rollercoaster economy, you can count on Don Ferguson from Beacon Pointe to make the ride less bumpy. With a no-nonsense approach, Don will guide you, in the right direction, to meet all of your financial goals. My wife and I have been working with Don and his Team for 13 years. During that time, he charted a course that now allows us to relax and enjoy our retirement. Unlike other financial institutions who use an off the rack, one size fits all model, Don gets down in the global financial weeds that provides up to the minute real time horsepower to our portfolio. There are a multitude of financial services out there to choose from. However, there is only one Beacon Pointe and working with Don Ferguson always gives us the biggest bang for our buck.

We’ve been working with the advisors at Beacon Pointe for 10 years now. They helped us turnaround a challenging financial situation, then grow our portfolio. Their advisors are thoughtful, well informed and very knowledgeable and the guidance we’ve received has consistently been spot on.

I found Beacon Pointe at exactly the right time. I had been managing my own investments and although I did OK, I did not really enjoy the effort to research and manage stocks, ETFs, and mutual funds. Kristian and team took time to really understand my life goals, both short and long term. I cannot tell you how important this really is as time goes by. They have diversified my portfolio and made suggestions for passing on wealth to family. They are always available to discuss any item that may come up such as how best to finance a renovation or the need for life insurance. Their approach is tailored to the needs of the client. I am happy that I decided to put my trust in Beacon Pointe.

Responsive, informative, super-helpful.