Beacon Wealth Management

When Mark Germain founded Beacon, he felt that financial advisors should go farther and deliver deeper service for clients. Advisory firms were helping clients develop financial plans, but few of those plans were being carried through. With a clear vision to assist clients with plan implementation, Beacon Wealth Management began with just four clients in 2002, and now manages more than $250 million. Beacon is a fiduciary, fee-based registered investment advisory (RIA) firm. As a fiduciary, we act in the best interests of our clients not just because it’s required by law, but also because we truly want the best for every client we serve. We are not a broker-dealer, so we don’t earn commissions on investment products. Our primary motivation is your success. We focus our client services on six areas: Investment Management, Financial Planning, Tax Planning, Retirement Planning, Estate Planning, and Insurance Analysis. Face-to-face and virtual meetings. Get in touch with us for a complimentary, no-obligation portfolio analysis at [email protected].