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Our boutique financial planning firm consists of talented advisors who possess individual and team strengths in offices all along the east coast. We manage over 3,000 clients and $350 million in assets. We decided years ago not to take on the responsibilities and administration as a broker/dealer so we can solely focus on growing our practices and on our clients’ needs. We also operate with a team approach, supporting our advisors and sharing valuable professional and investment experience.


We recognize that embarking on a new venture can sometimes be overwhelming, regardless of how successful you are at financial planning. Through our associated broker/dealer, advisors have access to investment services, research and technology to help grow practices and serve clients. We possess access to a wide-range of products from many of the best-known companies and execute transactions through one of the largest and established firms on Wall Street.  Learn more>


We recognize that embarking on a new venture can sometimes be overwhelming, regardless of how successful you are at financial planning. Through our associated broker/dealer, advisors have access to investment services, research and technology to help grow practices and serve clients. We possess access to a wide-range of products from many of the best-known companies and execute transactions through one of the largest and established firms on Wall Street. Learn more>
As an independently owned financial consulting firm, we are free from the pressure of selling proprietary products and meeting sales quotas. Our size, experience and diversity have given us a competitive edge and enabled our advisors to enjoy a more robust compensation package than available to individual advisors or those in a group practice. In addition there is the luxury of owning and operating your own business at your own pace.  Learn more>
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All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Beacon Financial Group is a Registered Investment Adviser. Investment Adviser Representatives of Beacon Financial Group may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be make absent from compliance with state Investment Adviser Representatives registration requirements, or an applicable exemption or exclusion. Securities offered through National Planning Corp (NPC), member FINRA / SIPC. National Planning Corporation of America in NY & FL (NPCOA). NPC and Beacon Financial Group are separate and unrelated companies. FINRA State Registrations : AZ, CA, CT, DC, FL, GA, MA, MD, ME, NC, NJ, NM, NY, PA, TX, VA

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