Live life fully. Manage wealth wisely.
Planning for any financial goal can feel like you’re trying to navigate
unfamiliar terrain in the middle of the night with no flashlight. At Beacon, we are
here to help you shine a light on the path to a successful outcome.
We focus our client services on six areas:
Our Clients Are:
Retirees, baby boomers, millennials, business owners, physicians, surgeons, entrepreneurs, attorneys…
A client’s total financial picture is comprised of many intricate details, personal and family dynamics. The advice you receive from Beacon is based on your individual goals, time horizon, and risk sensitivity. It is a custom, fee-based approached to planning and investment management guided always by what’s in your best interest; not ours.
Mark S. Germain, CFP®, MBA, ADPA®
Founder and CEO