Beacon Financial Partners
Financial Services • 
Beachwood, Ohio, United States • 21-50 Employees
Company overview
| Headquarters | 25825 Science Park Dr, Beachwood, Ohio 44122, US |
| Phone number | +18665683951 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement Planning, Financial Planning, Alternative Investments |
| Founded | 2006 |
| Employees | 21-50 |
| Socials |
Key Contacts at Beacon Financial Partners
Karl Randall
Financial Planner, Director Of Strategic Planning
Greg Randall
Owner
Beacon Financial Partners Email Formats
Beacon Financial Partners uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@beaconplanners.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@beaconplanners.com | 100% |
About Beacon Financial Partners
Beacon Financial Partners is a comprehensive planning and wealth management firm that seeks to provide independent, objective advice to our clients, and provide the ultimate client planning experience. We believe financial advice is a process not a product. Our clients all have various life goals and visions for their future. Our focus is to understand what these are and in turn recommend strategies that we will help implement to accomplish their mission. The relationship may start with helping to answer tough questions like these: •Financially, what is keeping you up at night? •What is your strategy to generate your "paycheck" in retirement? •Are your assets positioned for a market correction? Are you protected? Through our process the impact can be realized in these areas: •Forecasting retirement needs •Balancing market risk versus investment return •Determining how much insurance is needed •Evaluating education funding strategies •Integrating additional investment strategies •Executing a charitable giving strategy •Implementing a well-coordinated estate plan •Assisting business owners with their corporate benefit programs and succession. Advisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com Beacon Financial Advisory, LLC/Beacon Financial Partners and the above firms are independent and non-affiliated.
Beacon Financial Partners revenue & valuation
| Annual revenue | $5,265,485 |
| Revenue per employee | $251,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $16,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Beacon Financial Partners has 13 employees across 4 departments.
Departments
Number of employees
Funding Data
Beacon Financial Partners has never raised funding before.
Beacon Financial Partners Tech Stack
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Ireland
United Kingdom
Frequently asked questions
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