Beacon Wealth Consultants, Inc

Q: What is Beacon Wealth Consultants, Inc's company size?

Beacon wealth consultants, inc has 11 - 50 people working.

Financial Services

Specialities :

The vision clarifier - discover your treasure!

Lightpoint portfolio solutions - biblically responsible investing (bri)

And the true wealth solution - values-based financial planning

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

Founded in 1997, Beacon Wealth Consultants, Inc. is an employee owned fiduciary wealth management firm (Fee-only) 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 nationwide from offices in Roanoke, VA, Orlando, FL, State College, PA, and Hickory, NC. 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 advi...

Contact Information

Roanoke , Virginia , United States

stacey@beaconwealth.com

beaconwealth.com

Beacon Wealth Consultants, Inc Org Chart

Employees

Total Employees:
12

Top Contacts:
0

C-Level 0	VP - Level-
Director-	Manager-
Others13

Employees Working At Beacon Wealth Consultants, Inc

Kimberly Jenkins

Portfolio Manager

Conner Compton

Associate Financial Planner

Celie Stanley

Associate Financial Planner

Hillary Sunderland

Chief Investment Officer

Colin Craig

Portfolio Analyst

Beacon Wealth Consultants, Inc Email Formats

Structure	Email Format
<first>@	John@adkins.io

Buyer Intent

Pain Points	Locations	Technologies
Application Development	Roanoke, VA	communication, integrity, financial, payroll, billing, operations, k
Billing	Roanoke, VA	communication, integrity, financial, payroll, billing, operations, k
Digital Transformation	Roanoke, VA	communication, integrity, financial, payroll, billing, operations, k
Microsoft Technologies	Roanoke, VA	communication, integrity, financial, payroll, billing, operations, k
Networking	Roanoke, VA	communication, integrity, financial, payroll, billing, operations, k

Trigger

Tech Stack Used By Beacon Wealth Consultants, Inc

A quick view of products employed by Beacon Wealth Consultants, Inc

Azure

Jobs at Beacon Wealth Consultants, Inc

Hiring 2025-01-04 06:04:41

Operations Manager

Roanoke, VA

COMPANYBeacon Wealth Consultants is a nationally known fee-only, registered investment advisor (R...

Frequently Asked Questions About Beacon Wealth Consultants, Inc

What does Beacon wealth consultants, inc do?+

What are Beacon wealth consultants, inc's specialties? +

The vision clarifier - discover your treasure!,lightpoint portfolio solutions - biblically responsible investing (bri),and the true wealth solution - values-based financial planning