Meet Our Advisory Team

Beacon Pointe Advisors has handled my financial coordination and planning since my retirement earlier this year. Since the beginning, Alicia Langdon has provided us with extensive financial planning services with patient, professional and personal advice and counselling. Her comprehensive understanding of the current economic environment and its effect on our financial future has already yielded substantial dividends in the growth and stability of our retirement investments and our peace of mind. Beacon Pointe is very highly recommended, and Alicia Langdon will help you start the engine of your financial future. You may be able to retire sooner than you think – call her today!

Thanks to Cory for helping me get to a place where I will actually be able to enjoy retirement!

We have been clients of this firm for approximately 25 years. The Rosenthals helped us navigate the process of retiring by facilitating the smooth transition of our lump sum option to each of our IRAs. The advisors and office staff are professional and personable, always answering any questions or concerns we may have. We have been extremely pleased with our investment results and highly recommend Beacon Pointe Advisors.

This firm, especially Alicia Langdon, is always on top of our assets. They are very knowledgeable and responsive. We trust them with our assets and our future retirement funds. I would highly recommend this firm to everyone in need of retirement planning. They are on it and will take very good care of you. We are in good hands and feel very confident about our upcoming retirement plans. Thank you, Alicia, Burk, and Beacon Pointe, for taking such great care of us all of these years.

The Rosenthals have been our financial advisors for more than 30 years in both a pre and post-retirement capacity. The Rosenthal team (Beacon Pointe – Ft Worth) has done a superb job planning and managing our retirement assets. Their advice and counsel has always been thorough, consistent and strategically sound. Their approach has allowed our assets to grow even with fluctuations in the market. Through the years we have been impressed with their professional employees; from the friendly voice who answer the phone, to the client service support staff, to the financial advisors. The employees’ knowledge level, commitment to excellence and proactive approach, teamed with the resources of Beacon Pointe, make them truly unique. We highly recommend the financial advisors of the Beacon Pointe – Ft Worth office for your financial planning needs.

The people at Beacon Pointe managed our finances and especially our transition into retirement. I would recommend them to everyone. There’s a lot more to investing than buying some stocks and bonds and hoping for a reasonable result. The people at Beacon Pointe know how guide investments and they do it very well. They are available, they answer our questions and help fit our financial requirements to a chaotic, sometimes scary, market.

I’ve been with this agency for 22 years, and have NEVER been disappointed with the customer service. Though my advisor has changed, each person I have worked with has been wonderful! Everyone is very knowledgeable and willing to help. I highly recommend this group of awesome people at Beacon Pointe Advisors!

Burk and team have guided me through my financial goals before, during and into retirement. Their partnership with Beacon Pointe enhances their resources and services, taking both their company and me to the next level of financial support and opportunities. Our Financial Advisor, Alicia Langdon quickly translates client feedback into tangible, customized and actionable steps providing meaningful guidance and delivering exceptional service. She and her team understand the importance of properly structuring an investment portfolio and reallocating the assets as time and goals change. Her ‘can do attitude’ and willingness to go ‘above and beyond’ sets her apart from her peers.

Cory Bruntz has been exceptionally professional in managing our acount and looking out for our needs. Gayle Watson quickly responds to our requests and inquiries, and insures our questions are accurately answered! We feel safe and secure in this office managing our financial resources!

The advisors with Beacon Pointe are phenomenal. They have been helping us plan for retirement for over a decade. Now that retirement is here, they are still providing us a high level of professional service. Especially Cory, he is amazing and easy to understand. When we have questions, he has the answers.