Beacon Financial Advisors, Ltd. was established to provide our clients long-term value-added financial counsel and investment performance with exceptional service.

Beacon purposes to work alongside our clients in articulating, establishing and achieving their financial life goals. Our financial planning and investment management precepts are based on a straightforward idea...win by not losing. Financial planning and investment management decisions are interrelated, and the most suitable decisions are reached in a thoughtful, orderly manner. We believe with responsible decisions, reasonable expectations and vigilant, attentive counsel each client can achieve their financial life goals. It is to this end and purpose, on behalf of our clients, that Beacon endeavors to strive.

We believe our services are best suited for clients that consider the following factors to be important to their selection of an investment manager and financial advisor:
  • Believe investing is an integral part of financial planning, not an end in itself.
  • Pursue a balanced, global portfolio construction approach with no load mutual funds (often institutional class).
  • Recognize financial planning and investment management are life­long endeavors as contrasted with one-time engagements.
  • Understand their financial life is integrated and will teamwork with Beacon in managing the totality of their financial and investment life.
  • Prefer a personable, independent firm for whom they are always important clients.


© 2023 Beacon Financial Advisors, Ltd. | 1800 St. James Place, Suite 101, Houston, TX 77056 | All rights reserved
P: 713-622-9981 | F: 713-622-5814 | josh@bfaltd.com |
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