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At Beacon Wealth Advisors, we're here to help you with all aspects of your financial life. Whether you need advice on your investments, real estate, life insurance, estate plan, debt or asset management, you can rely on us to provide sound and reliable advice. Our primary specialty is the management of your investments, but we recognize that an investment portfolio is only one part of your wealth. Because changes in taxation and regulations occur regularly, we prefer to work in conjunction with your attorney, CPA, and other advisors to make sure that your assets are appropriate for your tax and estate plans.
Proven Process
Our investment process is based on Modern Portfolio Theory(MPT), which was developed by the noted economist and Nobel Prize winner Harry Markowitz. Based on his theory, we prefer to maintain a strategic investment allocation and remain invested regardless of short-term market conditions. We believe a combination of active and passive investments is best for most people. We believe on-going fee-based management is superior to the one-time purchase of commission-driven products.
Putting You First
At Beacon Wealth Advisors, we make sure you always know what we are doing for you, and why. We focus on your interests, making sure your investments reflect you and your values.
Every one of our clients has different needs and goals, and their assets reflect these differences. Some of our clients prefer to delegate the day-to-day responsibility of managing their money so they can enjoy their own interests. Some prefer to control the decisions but want ongoing monitoring and advice. Others may have a unique need that only requires analysis and planning. Our fee schedule reflects these differences as we have the flexibility to use hourly, flat fee, or asset based fees for our services.
24/7 Accessibility
We make it easy for you to contact us and take pride in being accessible to you whenever you need to reach us, twenty-four hours a day and seven days a week. We make it easy to meet, because we prefer to meet with you in your home or office. Give us a call at 757-403-0707, or 888-676-0707 if you are not in the Hampton Roads area. If you prefer email, use the contact portion of this website or paul@beaconwealthadvisors.com.
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