Beacon Wealth Consultants, Inc.
Financial Services - Roanoke, VA, US
Beacon Wealth Consultants, Inc. Employees
Beacon Wealth Consultants, Inc. Senior Management
Beacon Wealth Consultants, Inc. Details
Founded in 1997, Beacon Wealth Consultants, Inc. is a Fee-only wealth management firm designed to serve the unique planning and asset management needs of affluent Christian families, family-owned businesses, trusts and organizations. BWC is a leading provider of Biblically Responsible Investing (BRI) solutions.In addition to holding CFP, CFA, CIMA or CPA certifications, all of our wealth consultants have earned the Certified Kingdom Advisor designation - the gold standard for providing biblical financial counsel. BWC currently serves clients in 15 states from offices in Roanoke, Smith Mountain Lake, and Richmond, VA, Orlando and Melbourne, FL, State College, PA.Our LightPoint Portfolios are available to independent financial advisors who are seeking a turn-key, asset allocated and risk adjusted portfolios for their clients. Financial Planning & Investment Advisory services offered through Beacon Wealth Consultants, Inc. Beacon Wealth Consultants is currently licensed to offer advice in: FL, IN, NJ, OH, PA, TX, VA and may need to secure additional licensing before working with clients located in another state.
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