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Beacon Pointe Advisors - Amherst

EST. AUM
$275,643,116

CONTACTS
3

CLIENT ACCOUNTS
615

Firm Details

Metro area Boston
CRD Number
Website beaconpointe.com
Client types

Overview

Hart & Patterson Financial Group was acquired by Beacon Pointe in 2025. The company is an independent advisory firm that has been providing financial guidance to clients since 1992. It assists with financial decisions related to life transitions such as retirement, career changes, and business sales, as well as unforeseen events. The firm offers fiduciary services to help clients make informed financial choices. Located in Western Massachusetts, including Amherst, Northampton, Springfield, and Longmeadow, the company also provides virtual consultations for clients across the country.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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