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Investment ManagementTexas, United States11-50 Employees
Beacon Financial Group – Wealth Management Services operates in the investment management sector, offering wealth management services to clients. Based in Dallas, Texas, the firm has a small to mid-sized team and has served clients since 1995. It emphasizes a disciplined approach that aims to identify long-term market trends and guide asset allocation, while also evaluating opportunities for suitability and effectiveness. The organization coordinates securities and investment advisory offerings through affiliated entities, including Kestra Investment Services and Kestra Advisory Services, and maintains relationships with PartnersFinancial. In September 2025, Beacon Financial Group participated in an event related to the SPDR SSGA My2027 Corporate Bond ETF and reportedly held a small stake of about 1% in the ETF.
1-888-653-2347 
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