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Beacon Associates Wealth Management, LLC

EST. AUM
$101,067,667

CONTACTS
2

CLIENT ACCOUNTS
838

Firm Details

Metro area Toledo
CRD Number 318651
Website baifinancial.com
Client types

Overview

Beacon Associates Wealth Management, LLC is a boutique, SEC-registered investment advisory firm based in Maumee, Ohio. Operating as a fiduciary, the firm provides comprehensive financial planning with a particular emphasis on retirement income, Medicare, and legacy planning. Its advisory approach is built around the “Retirement Voyage” process, which incorporates tax-efficient bucket strategies and risk-adjusted portfolio construction. Beacon Associates primarily leverages sub-advisory relationships with third-party managers to execute discretionary asset management, while maintaining a high-touch, personalized advisory relationship with individual families.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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