Beacon Financial Advisory LLC

Joseph Randazzo is a CFP® with 33 years of industry experience, currently serving as an advisor at Lincoln Investment. He has held positions at Beacon Financial Advisory, Sterne Agee, and FNA Wealth Management. In addition to his advisory work, Randazzo operates a law practice focused on estate planning and serves on the Northeast Ohio Planned Giving Council for the American Cancer Society. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers through a combination of customized portfolios, model portfolios, and third-party managed strategies.

Philip O’Toole is a financial advisor at Beacon Financial Advisory LLC with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Amundi US and Lincoln Investment. Outside of advisory work, he is also involved in insurance and annuity sales. Beacon Financial Advisory LLC provides portfolio management, financial planning, retirement plan advisory, and tax preparation services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a tailored investment approach using a variety of analytical methods and may utilize leverage, derivatives, and third-party managers to meet client objectives.

William Matejka is a financial advisor at Beacon Financial Advisory LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Investment Planning LLC and Sterne Agee. In addition to his advisory role, he is involved in the sales and service of life insurance and fixed/indexed annuities through FNA Wealth Management. Beacon Financial Advisory LLC serves individuals, high-net-worth clients, and pension/profit-sharing plans, providing portfolio management, financial planning, retirement plan consulting, and annual tax preparation. The firm uses an individualized investment approach incorporating various analytical methods and may employ both long- and short-term trading strategies.