Company Overview
- Headquarters
- 324 Washington Ave SW, Roanoke VA
- Website
- beaconwealth.com
- Phone
- (540) 345-3891
- Employees
- 18
- Founded in
- 1997
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Beacon Wealth Consultants Inc
Beacon Wealth Consultants, Inc. is a fee-only wealth management firm based in Roanoke, Virginia. The company, established in 1997, employs 18 individuals and generates revenue exceeding $10,000 annually. Beacon Wealth Consultants specializes in providing financial planning and investment advisory services tailored to affluent Christian families, family-owned businesses, trusts, and organizations. They offer Biblically Responsible Investing (BRI) solutions and their wealth consultants hold a range of credentials including CFP, CFA, CIMA, CPA, and Certified Kingdom Advisor designations. The company provides LightPoint Portfolios, turnkey asset-allocated and risk-adjusted portfolios, available to independent financial advisors. Clients can contact Beacon Wealth Consultants Inc. through their website at beaconwealth.com. They are currently licensed to offer advice in Florida, Indiana, New Jersey, Ohio, Pennsylvania, Texas, and Virginia, and may require additional licensing to serve clients in other states.
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