Financial & Investment Services
We understand how it feels to be in a fog about your investments! For two decades we have helped hundreds of families around the country gain the clarity they need to plan well and make biblically-wise investing choices. Using our three step True Wealth Financial Plan™, you too can be on the path to building your dreams AND preserving your faith values.
Now is the time to make your money matter so you can hear, “Well done, good and faithful steward!
As an independent investment advisory firm with a fiduciary responsibility, we are steadfastly committed to providing truly objective counsel that is keenly focused on meeting our client’s God-given goals. We offer no proprietary products nor do we have the conflicts generally inherent in working with a large firm. By contrast, we are uniquely positioned to design plans and portfolios that utilize extensive research, top-tier money managers, advanced analytics and robust platforms available in the marketplace. We also believe that working on a Fee-Only basis is the most appropriate arrangement for accomplishing these objectives for our mutual benefit.
Financial Planning & Investment Advisory services offered through Beacon Wealth Consultants, Inc. Beacon Wealth Consultants is currently licensed to offer advice in: FL, IN, NJ, OH, PA, TX, VA, WV and may need to secure additional licensing before working with clients located in another state.