Beacon Wealth Management is a fiduciary, fee-based registered investment advisory firm located in Hackensack, New Jersey. We offer comprehensive wealth management and financial planning services to a sophisticated clientele of high-net worth investors, retirees, entrepreneurs, physicians, surgeons, attorneys and professionals in business.
Our primary role is to provide expert advice and thought leadership across a variety of complex financial topics and to build tactical investment strategies that help accomplish stated objectives, mitigate risk, protect principal and meet return expectations. Our services include investment management, financial planning, retirement planning, tax efficient investing and planning, insurance analysis, trust and estate planning, family foundations and philanthropy.
Our total team commitment to firm excellence, performance, and methodical client service is led by Beacon's founder and CEO Mark S. Germain, CFP®, MBA. Mark is a CERTIFIED FINANCIAL PLANNER and Accredited Domestic Partnership Advisor®. He has been one of Worth Magazine's Leading Wealth Advisors and appeared on Fox Business News. His writings have published in Medical Economics and ORTHOPRENEUR online.