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Beacon Pointe Advisors - Middleton

EST. AUM
$280,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Madison
CRD Number
Website beaconpointe.com
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Overview

Michael A. Dubis Financial Planning, LLC was acquired by Beacon Pointe Advisors in July 2025. Michael A. Dubis Financial Planning, LLC (“Dubis”) is a fee-only, $280M AUM independent wealth management firm serving families and individuals across Wisconsin and the U.S. for over 20 years. Acting as a trusted “Family CFO,” Dubis takes a relationship-centered, collaborative approach to financial planning, guiding first- and second-generation business owners, real estate professionals, and high-net-worth clients through life’s financial complexities with clarity and purpose. Now part of Beacon Pointe, Dubis combines its personalized service with enhanced resources and scale to deliver holistic, fiduciary-driven wealth solutions.

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Address

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

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