Beacon Associates Financial Revenue

Financial Services • Maumee, Ohio, United States • 11-20 Employees

Beacon Associates Financial revenue & valuation

Annual revenue	$1,026,660
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,300,000
Total funding	No funding

Key Contact at Beacon Associates Financial

Steven Wise

President And Founder

Company overview

Headquarters	1755 Indainwood Circle, suite 200, Maumee, OH 43537, US
Phone number	+14194820280
Website	baifinancial.com
NAICS	52
Keywords	Health Insurance, Retirement Planning, Life Insurance, Financial Planning, Long Term Care, Medicare Planning
Founded	2004
Employees	11-20
Socials

Beacon Associates Financial Email Formats

Beacon Associates Financial uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@baifinancial.com), used 55.6% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@baifinancial.com	55.6%
{first name}{last name}	johndoe@baifinancial.com	44.4%

About Beacon Associates Financial

We are a family-owned, independent financial and insurance advisory firm based in Maumee, Ohio. Led by founderStevenWise (MBA, CF2®) and co‑founder Rhonda Wise, our firm serves as a highly personalized “chief financial officer” for our clients—offering tailored wealth management, retirement planning, Medicare and insurance advice, and broader financial planning services. We focus on client control, ethical independence (A+ BBB rating), and ongoing education through our seminars and one-on-one sessions to help our clients feel confident and secure about their financial futures.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

Beacon Associates Financial has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Beacon Associates Financial has never raised funding before.

Frequently asked questions

Beacon Associates Financial is located in Maumee, Ohio, US.

You can reach Beacon Associates Financial at +14194820280.

Beacon Associates Financial generates an estimated annual revenue of $1,026,660. This revenue figure reflects the company's market position and business performance in its industry.

Beacon Associates Financial has an estimated valuation of $3,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Beacon Associates Financial was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

Beacon Associates Financial has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Beacon Associates Financial

Steven Wise

President And Founder

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