A Family Office

Our Story

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.
WHO SHOULD CONSIDER BEACON
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.

Your Advisors

Marcel J. Hebert, CFP®
Of Counsel
Joshua J. Hebert, CFP®
Principal
Dane Spencer, CFP®
Advisor

Why Us?

  • Independent, Fee-Only

    Our firm is independent of large banks or brokerage firms allowing for independent advice built on education, experience, and knowledge. Our fee is based on your growth and disclosed up front both clear and transparent.

  • Clients First

    Our only focus is advising individual investors and their families-period. We give our clients a simple and understandable roadmap to grow, protect, and eventually transfer their wealth.

  • The Fiduciary Difference

    We are compensated only by our clients never products. As a fiduciary, we are held to the highest legal standard (duty of care) in financial services which requires our advice and recommendations to always be in your best interest.

Our Clients

We serve a diverse group of clients, from 20-somethings to retirees. What they share in common: An insistence on trustworthy, expert advice with no strings attached.
  • High-net-worth and ultra-high-net-worth individuals and families, including those who are still building wealth and those who are retired.
  • Business owners, who seek both guidance through a liquidity event and a partner in managing their wealth.
  • Nonprofit organizations, which require expert, objective investment advice in order to achieve their goals.

Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.
Let's chat

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to http://adviserinfo.sec.gov.
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