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Beacon Financial Planners
Your Guide to Financial Security | At Beacon Financial Planners, Inc., we take our fiduciary role seriously and always focus on what is in our client’s best...
Beacon Financial Planners
Your Guide to Financial Security | At Beacon Financial Planners, Inc., we take our fiduciary role seriously and always focus on what is in our client’s best interest. This is the keystone of our relationship with people and separates Beacon Financial Planners, Inc., from other brokers and “financial advisors”. This is evident when looking at the investment choices we recommend, the low fees we charge, and the service providers we choose to work with.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Principals
John Graziano
President
Christopher Graziano
Vice President
Sector focus
Frequently asked questions
Who runs investment decisions at Beacon Financial Planners?
John Graziano, as President, is the primary decision-maker, with Christopher Graziano as Vice President handling a growing portion of client relationships and portfolio management, per the firm's SEC filing and public record. The Graziano family maintains tight control over all advisory decisions.
Is Beacon Financial Planners a broker-dealer or a fiduciary RIA?
Beacon is registered as an investment adviser (RIA), meaning it operates under a fiduciary standard — legally obligated to put client interests ahead of its own. This separates it from broker-dealers who operate under the lower suitability standard.
What type of clients does Beacon Financial Planners primarily serve?
The practice focuses on individuals and families, with a strong concentration in pre-retirees and current retirees in the Staten Island, Brooklyn, and New Jersey markets. The firm also advises a modest number of small businesses on retirement plans and succession-related financial planning.
Does Beacon Financial Planners offer proprietary investment products?
No. The firm builds portfolios using third-party mutual funds and ETFs, avoiding the conflicts of interest inherent in pushing in-house products. This open-architecture approach is standard among independent RIAs of their size.
How is the firm planning for succession?
The inclusion of Christopher Graziano as Vice President in recent SEC filings indicates a family succession plan, a common structure for small advisory practices aiming to transition client relationships across generations without a sale to an outside aggregator.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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