Advisors at this firm
E. G
Series 63, Series 65
Logan, UT
Beacon Financial Planning, LLC
E. Grange is a financial advisor at Beacon Financial Planning, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beacon since 2002. In addition to his advisory role, Grange is a tenured assistant professor at Utah State University’s School of Accountancy, where he teaches taxation, financial planning, retirement planning, and estate planning. He also serves as chair of the board of directors for the USU Community Credit Union. Beacon Financial Planning, LLC provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based investment approach focused on strategic portfolio engineering, global diversification, and disciplined execution, typically using no-load mutual funds and ETFs.
Mark W
Series 65
Logan, UT
Beacon Financial Planning, LLC
Mark Weaver is a financial advisor at Beacon Financial Planning, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Strada Tax and Consulting, Seedstone, Inc, and Daines Goodwin & Co. Weaver also provides tax advice and consulting as part of his professional activities. Beacon Financial Planning, LLC offers personalized financial planning and discretionary investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based investment approach emphasizing strategic portfolio engineering, global diversification, and disciplined execution, typically using no-load mutual funds and ETFs.
Nathan S
Series 65
Midvale, UT
Beacon Financial Planning, LLC
Nathan Salisbury is a financial advisor at Beacon Financial Planning, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Beacon since 2016. Prior to his advisory role, he held positions at Prestman Auto and Young Auto Mall, and he has experience in the ski and snowboard rental industry. Beacon Financial Planning, LLC provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based investment approach focused on strategic portfolio construction, global diversification, and disciplined execution, serving both individual and high-net-worth clients.
Jeffrey S
Series 66
Logan, UT
Beacon Financial Planning, LLC
Jeffrey Salisbury is a Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Cambridge Investment Research, Inc. and Beacon Financial Planning, LLC since 2004. Outside of his advisory role, Salisbury serves on the Logan Transit Board and is active in the Rotary Club and the Estate Planning Council of Northern Utah. Beacon Financial Planning, LLC provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based investment approach emphasizing strategic portfolio engineering, global diversification, and disciplined execution, typically using no-load mutual funds and ETFs.
Jon S
Series 65
Logan, UT
Beacon Financial Planning, LLC
Jon Shaffer is a financial advisor at Beacon Financial Planning, LLC with 15 years of industry experience. He holds the Series 65 designation and has been with Beacon since 2011. Outside of financial advising, he has been involved with Out of the Woods Custom Cabinetry since 2015. Beacon Financial Planning, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering personalized financial planning and discretionary investment management. The firm employs an evidence-based investment approach focused on strategic portfolio engineering, global diversification, and disciplined execution, primarily using no-load mutual funds and ETFs.