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. We started as small investors with minimal expertise and investment capital. But 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. Bottom line, 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 but provided expert guidance and assistance as I prepared for retirement. The partnership with experts around Medicare, Social Security and income tax guidance has been invaluable. The bottom-line the peace of mind we have is huge. I recommend the BP team to all of my friends and coworkers. Special shout out to Justin Poplawski and his team/partners. Justin is always available to have a call and respond to my questions. We are truly blessed Justin is part of family.

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.