Beacon Wealth Advisors

Beacon Wealth Advisors is an independent financial planning and investment advice firm in Wellesley, Massachusetts, founded by Daniel Wallach and Jonathan Stearns. Its advisers act as LPL Independent Investment Advisor Representatives and say their recommendations follow each client's goals rather than any product. The firm coordinates a client's finances in-house and with other professionals involved in their wealth.

What Beacon Wealth Advisors offers

• Financial planning — the starting point for every client, setting out how resources should be directed toward goals.
• Investment management — customised allocations built through internal due diligence.
• Risk management and insurance — insurance strategies within the wider plan.
• Estate planning — covered as part of the overall planning process.
• Corporate benefit plans — benefit arrangements for companies.
• Tax-aware wealth strategies — planning aimed at limiting tax consequences.

Who it works with

The firm works with a limited number of families, high-net-worth individuals and companies across the United States.

Key facts

• Based in: Wellesley, Massachusetts, United States
• Founders: Daniel Wallach and Jonathan Stearns
• Experience: Founders' combined experience of more than 40 years
• Affiliation: LPL Independent Investment Advisor Representatives