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Beacon Wealth Consultants, Inc.

Headquartered in ROANOKE, VA

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Firm Information

Beacon Wealth Consultants, Inc. is a registered investment advisor headquartered in Roanoke, VA. The firm provides a range of services including financial planning, portfolio management, pension consulting, and estate administration. Beacon Wealth Consultants manages approximately $203.8 million in assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans.

Beacon Wealth Consultants, Inc.

302 WASHINGTON AVE. SW

ROANOKE, VA 24016-4312

$203.84M

Assets Under Management

4

Total Clients

13

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.

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estate administration, legacy coaching

Estate administration, legacy coaching

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 (9)

BEACON WEALTH CONSULTANTS, INC. has a total of 9 branch locations across the country.
location

SALEM, OR

location

Lemont, PA

location

Hickory, NC

location

ROANOKE, VA

location

Beaver Falls, PA

location

Raleigh, NC

location

Lansing, MI

location

State College, PA

location

WINTER GARDEN, FL

Advisors at Beacon Wealth Consultants, Inc.

View All 13 Advisors
Unclaimed
Hillary Ann Sunderland

CFA®, RA

Lemont, PA

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Hannah Renee Nolan

RA

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Unclaimed
Dennis Ray Gillard

PFS®, RA

WINTER GARDEN, FL

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Unclaimed
Jacob David Preston

RA

ROANOKE, VA

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Unclaimed
Celie Nelson Stanley

RA

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Unclaimed
Cameron Michael Smith

RA

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Unclaimed
Conner Griffin Compton

RA

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Unclaimed
Tom Mboya Owiti

CFC®, RA

Lansing, MI

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Disclosures

There are no public disclosures for Beacon Wealth Consultants, Inc..

Frequently Asked Questions (8)

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