Meet Our Advisory Team

We’ve been working with this team for several years, and I am not only satisfied with the financial results they have achieved for our portfolio but also thankful for the relationship with Justin and his willingness to understand the complex dynamics of my situation. He and his team are extremely responsive, and I feel supported in more ways than just financial. They take a holistic approach that includes estate planning and mental well-being, which provides access to attorneys and life coaches. This team is fantastic!

The team at Beacon Pointe is just the right blend of financial expertise and personal connection. Always a good answer, and genuine concern. Advisors you can count on and trust.

Transferring my investments to Beacon Pointe three years ago proved to be one of the best decisions I’ve ever made. My portfolio is managed by a team of exceptional investment professionals and is now tailored to meet my specific needs. Reed Finney’s team, in particular Justin Poplawski and Andrew Bello are always available to provide assistance. Their knowledge and expertise, coupled with a broad range of services, are first-rate. In addition to delivering excellent investment performance, they also provide, among other things, solid tax and estate planning, guidance on healthcare options, proactive relationship management, and a genuine concern for my needs. Their dedication and personal attention are much appreciated. Should have made this move sooner!

We’ve been working with Reed and his team for over a decade, and the experience has been outstanding from the very beginning. Reed has guided us through both investment management and retirement planning with a level of expertise and care that truly sets him apart. What stands out most is his trustworthiness and consistent, proactive communication. Whether it’s a market update, a strategic adjustment, or simply checking in to ensure our goals remain aligned, Reed and his team are always one step ahead. They’ve made complex decisions feel manageable and have delivered great results over the years. Reed is the kind of advisor who takes the time to understand what matters most to you—not just financially, but personally—and builds a plan around that. We have complete confidence in his advice and deeply value the partnership we’ve built. Highly recommend Reed to anyone looking for a steady, knowledgeable, and genuinely invested advisor.

Reed and his team are true professionals. They provide personal and punctual services for our finances for over 30 years.

We have worked with Reed and his team for many years and appreciate their expertise and professionalism. Reed has offered us great advice and explains things so us ignorant folks can better understand. He even found an error on our tax return that saved us thousands!

If you want trustworthy guidance from an experienced team of wealth advisors, Reed, Justin, James, and the rest of the team at Beacon Pointe are the greatest.

We’ve used Beacon Pointe for several years, and have had nothing but good experiences with the whole team. Andrew Bello and Justin Poplawski especially have been helpful and communicative, extremely patient with questions and concerns, and very good natured in our interactions, deeply reassuring without being condescending. I would absolutely recommend them for any financial planning and advisory needs.

James Elliott with Beacon Pointe is my first call when I have a question about the financial markets or wealth strategy. He combines a strong grasp of economics with a deep understanding of current market dynamics, which gives his advice real depth and perspective. It’s not just headlines with him. He also has a way of breaking things down so they actually make sense to someone unfamiliar with the industry. James will also tell you what you need to hear, not just what you want to hear or what sounds good. I’ve recommended him to people I care about, and I’d trust him with investing and managing my family’s money without hesitation.

We have known Reed Finney for 30 years. He and his team are consummate professionals and extremely skilled on the complexities and nuances of financial planning and wealth management. Our portfolio has grown, and I feel secure in the knowledge that we have this talented team standing beside us.