Beers Kight Financial Advisors, LLC

The firm provides discretionary portfolio management, pension consulting, and personalized financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and businesses, and reports roughly $179 million in discretionary client assets. Its client base is concentrated among high‑net‑worth individuals and institutional plan sponsors; the firm does not typically serve lower‑net‑worth retail individual clients.

Investment advice is implemented through individualized investment policy statements and diversified portfolios that use mutual funds, ETFs, bonds, equities, and REITs, with analysis that includes fundamental, technical, and fund‑level review and reliance on third‑party research. The firm also delivers plan‑level services—IPS preparation, investment‑vehicle selection, performance monitoring, and participant education—and generally effects trades through a recommended institutional custodian.

Distinctive features include an affiliation with a regional CPA firm that provides office support and receives a share of advisory income (including an arrangement that can allocate up to 40% of related income), and a co‑managing member who remains an income partner at that CPA firm and provides tax services to its clients for roughly 250 hours per year. The firm also discloses receipt of software, seminars, and other soft‑dollar benefits from third‑party asset managers and its custodian, a practice that it says supports its advisory processes but can create potential conflicts of interest.