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Beacon Financial Planning
Beacon Financial Planning was established in 1990 as a Massachusetts wealth manager. It provides financial planning, investment planning, and portfolio...
Overview
Beacon Financial Planning was established in 1990 as a Massachusetts wealth manager. It provides financial planning, investment planning, and portfolio management to individuals, high-net-worth individuals, trusts, and corporations. The firm executes through direct advisory relationships. No asset-class allocations, named portfolio holdings, co-investors, or geographic deployment beyond the United States headquarters appear in available records. No team size, additional offices, or operational events from the last 24 months are recorded. Adjacent vehicles such as foundations or clubs are not disclosed. The firm operates as a standalone RIA without evident hybrid structures, succession details, or club-based sourcing models.
General information
Firm type
Wealth Manager
Year founded
1990
Location
Region
North America
Country
United States
City
Hyannis
Corporate office
Hyannis, MA, United States
Frequently asked questions
Who runs investment decisions at Beacon Financial Planning?
No named principals or CIO appear in public records.
Does Beacon Financial Planning participate in fund commitments or only direct deals?
Available information shows only direct advisory and portfolio management services.
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