# Beacon Financial Planners

Beacon Financial Planners is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** beacon-financial.com
- **LinkedIn:** https://www.linkedin.com/company/beacon-financial-planners-inc

## Regulatory record

- **CRD number:** 297938
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297938

## About

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.

## Sectors

- Wealth Management

## People

- John Graziano — President
- Christopher Graziano — Vice President

## 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.

## Related profiles

- [KG Meyer](https://altss.com/profile/kg-meyer-pc)
- [DELLER WEALTH MANAGEMENT](https://altss.com/profile/deller-wealth-management-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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