Beacon Global Advisor Network, LLC logo

Beacon Global Advisor Network, LLC

Updated today

Client assets under management

$745,075,914

Clients

1,388

13% high-net worth

Advisors

51

of 61 employees

Firm type

Multi Team

Clients per advisor

27

Very Low

Average account size

$536,798

About

Beacon Global Advisor Network, LLC serves individuals (both non‑HNW and high‑net‑worth), businesses, pension and profit‑sharing plans, and trusts. The firm provides asset management, financial planning, retirement consulting, third‑party manager analysis, and a dedicated pension‑advice service for U.K. expatriates.

Portfolios are typically customized using a mix of third‑party managed models, mutual funds, ETFs, individual equities and fixed income, with most accounts managed on a discretionary basis through unified managed account platforms and overlay managers. Advisory representatives use financial planning software and a combination of fundamental, economic and technical analysis and may access custodial and execution services through custodians such as Charles Schwab Institutional and Interactive Brokers for expatriate accounts.

A notable distinguishing feature is the firm’s formal pension‑transfer capability for U.K. nationals, including assistance with SIPP and QROPS arrangements, coordination with U.K. trustees and platforms (for example, Utmost, Quilter, RL360, Novia, Praemium and Ardan) and handling FCA‑required suitability processes. The firm operates as a network of independent advisory representatives who may offer separate insurance or accounting services, negotiate advisory fees, and use solicitor/introducer relationships with non‑U.S. pension firms and third‑party managers, resulting in layered service and compensation arrangements that differ from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Investment portfolio models

Expertise

Wealth management

Occupation focus

Founder/Business Owner

Demographic focus

Expats

Fee options

Fixed

Financial Planning: Fixed fees up to $4,000, payable as agreed with Advisory Representative.

Percentage

$0 - $5,000,000: 1.35% Over $5,000,000+: 0.85%

Commissions

Advisory Representatives may receive commissions for insurance products if implemented.

Project-based

Up to $300 per hour for financial planning and consulting services.

Other

Account minimum: $150,000 Fee-only: Financial Planning: Fixed fee up to $4,000; Hourly fee up to $300 per hour. Fees negotiable.

Main office location

Beacon Global Advisor Network, LLC

One Glenlake Parkway, Suite 650

Atlanta GA 30328, United States

Number of offices

34

Most active in

Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Louisiana · Maryland · Massachusetts · Michigan · Nevada · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Texas · Virginia · Washington

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Jon H

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Jon Holand is an investment advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He holds a Series 65 designation and has been with Beacon Global Advisor Network since 2019. He also has a long-term affiliation with Austen Morris Associates dating back to 2006. Beacon Global Advisor Network provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on serving U.K. expatriates alongside non-high-net-worth and high-net-worth individuals.

Wealth management Founder/Business Owner Expats
user avatar

Christopher T

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Christopher Thornton is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Beacon Global Advisor Network, LLC and Paratus Wealth Ltd. since 2025, and previously held roles at Blacktower Financial Management (US) LLC, Blacktower Cayman, and deVere USA Inc. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, utilizing a range of investment vehicles and third-party model managers.

Wealth management Founder/Business Owner Expats
user avatar

James R

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

James Rayburn is a financial advisor at Beacon Global Advisor Network, LLC with three years of industry experience. He holds a Series 65 designation and is also the owner and principal of The Wealth Genesis, a firm providing wealth management services to clients in the EU. His prior experience includes roles at Harrison Brook Ltd. and Rayburn Wealth Management, as well as work at the University of Bristol. Beacon Global Advisor Network, LLC serves individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, managing approximately $397 million in client assets.

Wealth management Founder/Business Owner Expats
user avatar

Giuseppe R

Series 63, Series 65, Series 66

Atlanta, GA

Beacon Global Advisor Network, LLC

Giuseppe Riggi is a financial advisor at Beacon Global Advisor Network, LLC with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to his current role, he worked at Carlton Group and Prudential in various capacities. Outside of his advisory work, he is involved with Chase Buchanan USA, providing wealth management services to expatriates, and serves as Vice President at Max Benjiman Partners, focusing on real estate capital advisory. Beacon Global Advisor Network, LLC offers investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in assets and provides discretionary portfolio management, financial planning, and retirement consulting tailored to client needs.

Wealth management Founder/Business Owner Expats
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Zachary Z

Series 63, Series 66

New York, NY

Beacon Global Advisor Network, LLC

Zachary Zanghi is a financial advisor at Beacon Global Advisor Network, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Brite Advisors USA, Inc. and Primary Capital, LLC. Zanghi also serves as a senior partner at Rosefinch Investment Advisors, participating in company boards and key business decisions. Beacon Global Advisor Network provides investment advisory and planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, managing approximately $397 million in client assets.

Wealth management Founder/Business Owner Expats
user avatar

Bennett L

Series 65

New York, NY

Beacon Global Advisor Network, LLC

Bennett Linsky is a financial advisor at Beacon Global Advisor Network, LLC, holding a Series 65 designation with one year of industry experience. His previous roles include positions at Rosefinch Investments, Brite Investments USA, LLC, and Touchstone Advisory, LLC. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with client portfolios typically managed using a combination of mutual funds, ETFs, individual equities, and fixed income.

Wealth management Founder/Business Owner Expats
user avatar

Jerome P

CFP®

Atlanta, GA

Beacon Global Advisor Network, LLC

Jerome Perkins is a CFP® with nine years of industry experience. He is currently with Beacon Global Advisor Network, LLC and previously spent twelve years at Schaefer Financial Management, Inc. Beacon Global Advisor Network, LLC serves individual clients through a network of about 60 independent advisors, managing approximately $397 million in assets. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, tailoring portfolios with mutual funds, ETFs, equities, and fixed income, and provides specialized advisory services for U.K. expatriates.

Wealth management Founder/Business Owner Expats
user avatar

Matthew D

Series 63, Series 65

Seattle, WA

Beacon Global Advisor Network, LLC

Matthew Doherty is a financial advisor at Beacon Global Advisor Network, LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Brite USA, Rosefinch Investment Advisors, and Lawson Wealth. Doherty is a Senior Equity Partner at Rosefinch Investment Advisors, where he manages client pensions in both the USA and UK. Beacon Global Advisor Network serves individual clients through a network of about 60 independent advisors, managing approximately $397 million in assets. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on U.S. and U.K. expatriate clients.

Wealth management Founder/Business Owner Expats
user avatar

Eric L

CFP®, Series 63, Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Eric Lind is a financial advisor at Beacon Global Advisor Network, LLC with eight years of industry experience. He holds the CFP® designation and Series 63 and Series 65 licenses. Prior to joining Beacon Global Advisor Network in 2022, he worked at deVere & Partners Switzerland SA starting in 2021 and took a personal leave from 2010 to 2021. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, utilizing a blend of mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Wealth management Founder/Business Owner Expats
user avatar

Martin J

Series 63, Series 65, Series 66

Omaha, NE

Beacon Global Advisor Network, LLC

Martin Jensen is a financial advisor with Beacon Global Advisor Network, LLC, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. He has previously worked at Niagara International Capital Limited and has been involved with United Management Group since 2003. Outside of his advisory role, Jensen serves as managing partner at United Management Group and managing director at Alliance Trust Company, focusing on wealth management consulting and business development. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of approximately 60 independent advisors. The firm manages about $397 million in assets and offers discretionary portfolio management, modular financial planning, and retirement consulting.

Wealth management Founder/Business Owner Expats
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Gareth J

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Wealth management Founder/Business Owner Expats
user avatar

Edward K

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Edward King is a financial advisor at Beacon Global Advisor Network, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Paratus Wealth Ltd., Blacktower Financial Management (US) LLC, Blacktower Financial Management International Limited, and PWS Group. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with client portfolios typically managed using a blend of mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Wealth management Founder/Business Owner Expats
user avatar

Lee F

Series 63, Series 65

Boca Raton, FL

Beacon Global Advisor Network, LLC

Lee Foster is a financial advisor with Beacon Global Advisor Network, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Stoever Glass Wealth Management, Inc. and Measured Wealth Private Client Group in various roles from 2014 to 2025. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, using a combination of mutual funds, ETFs, individual equities, and fixed income, and serves a specialized advisory role for U.K. expatriates.

Wealth management Founder/Business Owner Expats
user avatar

Matthew H

Series 65

New York, NY

Beacon Global Advisor Network, LLC

Matthew Hunkele is a financial advisor at Beacon Global Advisor Network, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Brite Advisors USA, Inc., Touchstone Advisory, LLC, and deVere USA Inc. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets, offering discretionary portfolio management, modular financial planning, and retirement consulting with a focus on both non-high-net-worth and high-net-worth individuals.

Wealth management Founder/Business Owner Expats
user avatar

Myles D

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Myles Davies is a Series 65-licensed financial advisor with two years of industry experience. He is currently affiliated with Beacon Global Advisor Network, LLC and Rosefinch Investment Advisors. Prior to his advisory roles, he worked in the restaurant industry with Blackhouse Restaurants and Byron Hamburgers. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus that includes tailored portfolios using mutual funds, ETFs, individual equities, and fixed income.

Wealth management Founder/Business Owner Expats
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