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Beacon Financial Advisors, LLC Employee Directory

Financial ServicesMissouri, United States0-1 Employees

Beacon Financial Advisors, LLC is a fee-only financial planning firm based in the Lake Lotawana area of Missouri, serving the Greater Kansas City region. The company offers hourly financial planning, investment guidance, and tax preparation to individuals and families across income levels, focusing on helping clients plan for retirement, manage taxes, fund education, and maintain prudent debt and cash flow. Positioned in the financial services industry, it emphasizes comprehensive planning and personalized services, including retirement strategies, tax planning, college funding advice, and periodic financial checkups, with an emphasis on an objective, fee-only approach. The business operates with a very small local footprint, located at 200 Northeast Missouri Road, Suite 200, Lake Lotawana, Missouri, and presents itself as providing complimentary introductory meetings to prospective clients.

Find Beacon Financial Advisors, LLC employees' phone numbers or email addresses

Beacon Financial Advisors, LLC Global Highlights

Location
Employees

North America
1

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  • United States Of America
    1

Beacon Financial Advisors, LLC's Leadership

  • Stylized image of a person
    K. M.
    Cpa, Certified Financial Planner™ And Owner
    Mobile Phone

Beacon Financial Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Beacon Financial Advisors, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    K. M.
    Cpa, Certified Financial Planner™ And Owner
    Mobile Phone
    United StatesMissouri
    Jun 07, 2026

Frequently Asked Questions

What is Beacon Financial Advisors, LLC known for?

Minus sign iconPlus sign iconBeacon Financial Advisors, LLC operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-816-739-****
. Explore Beacon Financial Advisors, LLC's company overview page for more information.

What is Beacon Financial Advisors, LLC's most common email format?

Minus sign iconPlus sign iconBeacon Financial Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Beacon Financial Advisors, LLC email formats with LeadIQ.

How many employees does Beacon Financial Advisors, LLC have currently?

Minus sign iconPlus sign iconBeacon Financial Advisors, LLC has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Beacon Financial Advisors, LLC's key employees and leadership?

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As of July 2026, Beacon Financial Advisors, LLC's key employees include:

  • Cpa, Certified Financial Planner™ And Owner: K. M.

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