Meet Our Advisory Team

Justin is attentive to our needs and always ensures that we feel heard and understood. His extensive knowledge of various aspects of financial planning and insurance has been invaluable to us. What sets Justin apart is his willingness to refer us to other professionals when appropriate, ensuring we always receive the best advice and services possible. He frequently contacts us to keep us up to date with any important information which gives us great confidence that he is diligently watching over our accounts. I highly recommend his services to anyone looking for a reliable and knowledgeable professional.

We have been with Beacon Pointe for over 10 years. Due to the white glove, and very personal service provided by the Beacon Pointe team, our portfolio and knowledge have grown greatly. Now that we are retired, their management of our funds and countless other financial matters has been essential and greatly appreciated. From day one to present, we have always had a high degree of trust in the people and services at Beacon Pointe.

My wife and I can honestly say that selecting Beacon Pointe Advisors to manage our investment portfolio was one of the best decisions we ever made. They have proven to be more than just professional management of investments, providing expert guidance and assistance as I prepared for retirement. The partnership with experts around Medicare, Social Security, and income tax guidance has been invaluable. Bottom-line, the peace of mind we have is huge. I recommend the BP team to all my friends and coworkers.

Reed and team offer unmatched customer service, a disciplined approach to wealth accumulation, and a holistic view of personal financial management. We’ve been clients for 30 years …. through raising our kids, saving for college, retirement savings, etc.. Reed and team are ALWAYS available, respond quickly to questions and are an absolute pleasure to deal with. I trust the team completely, and I am fully confident that they put our interests first. We simply can’t recommend the team strongly enough!

I am a long-time customer of the advisory team at Beacon Pointe. I couldn’t be more satisfied with the service and experience. My performance has been top notch over decades and any time I need anything, there are multiple team members who are available to help. I highly recommend Beacon Pointe!

Reed, Justin and the whole team are fantastic to deal with, highly responsive and really work to meet the needs of me and my family. I highly recommend the team at Beacon Pointe!

I have had the unique pleasure of working with Mr. Reed Finney for over 30 years. He has always exemplified professionalism and courtesy while managing my financial needs. Since moving to Beacon Pointe, he has continued this excellence. By him choosing Beacon Pointe, he tells me that this is an exemplary financial institution to be associated with, and they are lucky to have him and his team.

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.

I’ve been working with Reed and his team for years, and I truly couldn’t ask for a better financial advisor. From the very beginning, they took the time to understand my financial goals, lifestyle, and concerns. Their approach is always professional, transparent, and deeply knowledgeable. What I appreciate most is their ability to explain complex financial strategies in a way that makes sense to me. Whether it’s retirement planning, investment decisions, or adjusting for life’s unexpected events, Reed and his team have consistently provided clear guidance and sound advice. Reed, Andrew and Melissa are also incredibly responsive—always available to answer questions and proactive about reaching out with updates or opportunities. I’ve seen real growth and stability in my financial picture since we started working together, and I have full confidence in the path we’re on. If you’re looking for someone who combines expertise with genuine care and integrity, I highly recommend Reed and his entire team. They’ve made a meaningful difference in my financial life, and I’m grateful for their ongoing support.

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!

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!