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Beacon Wealth Consultants, Inc.

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Total assets under management

$236,888,006

More info

Total clients

1,080

7% high-net worth

Total advisors

15

of 19 employees

Firm size

Multi Team

Average clients per advisor

72

Average account size

$219,341

Client services

Financial planning Portfolio management Pension consulting Estate administration, legacy coaching

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Beacon Wealth Consultants, Inc.

302 Washington Ave. Sw

Roanoke VA 24016-4312, United States

Number of offices

3

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook YouTube Website 540-345-3891

Advisors at this firm

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user avatar

Jerry M

Series 63, Series 65

Roanoke, VA

Beacon Wealth Consultants, Inc.
user avatar

Kimberly J

Series 65

Roanoke, VA

Beacon Wealth Consultants, Inc.
user avatar

Conner C

Series 65

Roanoke, VA

Beacon Wealth Consultants, Inc.
user avatar

Tom O

ChFC®, Series 66

Lansing, MI

Beacon Wealth Consultants, Inc.
user avatar

Colin C

Series 65

Beaver Falls, PA

Beacon Wealth Consultants, Inc.
user avatar

David B

Series 65

Salem, OR

Beacon Wealth Consultants, Inc.
user avatar

Michael S

Series 65

Lemont, PA

Beacon Wealth Consultants, Inc.
user avatar

Hannah N

Series 65

Roanoke, VA

Beacon Wealth Consultants, Inc.
user avatar

Jacob P

Series 65

Roanoke, VA

Beacon Wealth Consultants, Inc.
user avatar

Richard L

CFP®, Series 63, Series 65

Roanoke, VA

Beacon Wealth Consultants, Inc.
user avatar

Chase C

Series 66

Phoenix, NY

Beacon Wealth Consultants, Inc.
user avatar

Cameron S

Series 65

State College, PA

Beacon Wealth Consultants, Inc.
user avatar

Cassandra L

CFP®, Series 66

Roanoke, VA

Beacon Wealth Consultants, Inc.
user avatar

Hillary S

CFA®, Series 63, Series 65

Lemont, PA

Beacon Wealth Consultants, Inc.
user avatar

Tamie F

Series 63, Series 65

Roanoke, VA

Beacon Wealth Consultants, Inc.
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