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Beacon Harbor Wealth Advisors

Headquartered in VIRGINIA BEACH, VA

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Firm Information

Beacon Harbor Wealth Advisors is a Virginia Beach, VA-based registered investment advisor with approximately $625.6 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. They also participate in wrap fee programs.

Beacon Harbor Wealth Advisors

440 VIKING DRIVE, SUITE 200

VIRGINIA BEACH, VA 23452

$625.59M

Assets Under Management

15

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

BEACON HARBOR WEALTH ADVISORS has a total of 1 branch locations across the country.
location

VIRGINIA BEACH, VA

Advisors at Beacon Harbor Wealth Advisors

View All 4 Advisors
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Maury Andrew Stone

RA

VIRGINIA BEACH, VA

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George Gardes MacDonald

RA

VIRGINIA BEACH, VA

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Connor Alexander Parker

RA

VIRGINIA BEACH, VA

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Roy Aldon Runyon

RA

VIRGINIA BEACH, VA

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Jeremy Wayne Ingram

CFA®, RA

VIRGINIA BEACH, VA

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Disclosures

There are no public disclosures for Beacon Harbor Wealth Advisors.

Frequently Asked Questions (6)

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