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Insights

Longevity & Expertise Beacon Financial Group has over 20 years of experience in financial planning, making it a trusted partner for clients seeking comprehensive wealth management solutions, which presents an opportunity to align with their sustained client engagement strategies.

Investment Acquisitions The company's recent acquisition of Libertas Financial Planning, despite some setbacks, indicates an active growth strategy and openness to strategic partnerships, offering avenues for joint ventures or technology integrations.

Technology Stack Utilizing modern tools like Node.js, Cloudflare, and Google Maps, Beacon Financial Group demonstrates a tech-savvy approach which could be complemented with innovative fintech solutions or digital advisory services to enhance client experience.

Market Position Positioned alongside large industry players such as MassMutual and Fidelity, Beacon Financial Group operates within a competitive landscape that values personalized planning; this opens opportunities for targeted marketing and customized financial products.

Customer Focus With a client-centered process that adapts to life changes, there is potential to develop tailored financial technology tools or educational resources aimed at their diverse client demographics, boosting client loyalty and referral opportunities.

Beacon Financial Group Tech Stack

Beacon Financial Group uses 8 technology products and services including Webpack, Font Awesome, Google Maps, and more. Explore Beacon Financial Group's tech stack below.

  • Webpack
    Development
  • Font Awesome
    Font Scripts
  • Google Maps
    Maps
  • Microsoft Word
    Office Suites
  • Cloudflare Bot Management
    Security
  • YouTube
    Video Players
  • Express
    Web Frameworks
  • GoDaddy
    Web Hosting

Beacon Financial Group's Email Address Formats

Beacon Financial Group uses at least 2 format(s):
Beacon Financial Group Email FormatsExamplePercentage
First@beacon-financial.netJohn@beacon-financial.net
75%
First.Last@beacon-financial.netJohn.Doe@beacon-financial.net
13%
FirstLast@beacon-financial.netJohnDoe@beacon-financial.net
12%
FLast@beaconfinancialgroup.netJDoe@beaconfinancialgroup.net
62%
First@beaconfinancialgroup.netJohn@beaconfinancialgroup.net
27%
First.Last@beaconfinancialgroup.netJohn.Doe@beaconfinancialgroup.net
8%
FirstLast@beaconfinancialgroup.netJohnDoe@beaconfinancialgroup.net
3%

Frequently Asked Questions

Where is Beacon Financial Group's headquarters located?

Minus sign iconPlus sign iconBeacon Financial Group's main headquarters is located at 101 Town Center Drive, Suite 111 Warren, NJ 07059, US. The company has employees across 2 continents, including North AmericaOceania.

What is Beacon Financial Group's phone number?

Minus sign iconPlus sign icon You can contact Beacon Financial Group's main corporate office by phone at
+1-908-769-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Beacon Financial Group's official website and social media links?

Minus sign iconPlus sign iconBeacon Financial Group's official website is beaconfinancialgroup.net and has social profiles on LinkedIn.

What is Beacon Financial Group's NAICS code?

Minus sign iconPlus sign iconBeacon Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Beacon Financial Group have currently?

Minus sign iconPlus sign iconAs of October 2025, Beacon Financial Group has approximately 36 employees across 2 continents, including North AmericaOceania. Key team members include Chief Development Officer: N. E.Head Of Finance: L. W.Founder: D. W.. Explore Beacon Financial Group's employee directory with LeadIQ.

What industry does Beacon Financial Group belong to?

Minus sign iconPlus sign iconBeacon Financial Group operates in the Financial Services industry.

What technology does Beacon Financial Group use?

Minus sign iconPlus sign iconBeacon Financial Group's tech stack includes WebpackFont AwesomeGoogle MapsMicrosoft WordCloudflare Bot ManagementYouTubeExpressGoDaddy.

What is Beacon Financial Group's email format?

Minus sign iconPlus sign iconBeacon Financial Group's email format typically follows the pattern of First@beacon-financial.net. Find more Beacon Financial Group email formats with LeadIQ.

When was Beacon Financial Group founded?

Minus sign iconPlus sign iconBeacon Financial Group was founded in 1996.
Beacon Financial Group

Beacon Financial Group

Financial ServicesUnited States11-50 Employees

Beacon Financial Group is an industry leading financial planning firm with more than 20 years of experience. 

Whether you just started your first job, own a successful business, or are approaching retirement, the process to maximize your wealth is still the same:

1. IDENTIFY YOUR GOALS  
2. PUT THE PLAN TOGETHER  
3. TAKE ACTION  
4. MANAGE AND MAINTAIN

Your situation changes as you age, and when you have our team on your team, we guide you through those transitions to make sure your plan is always aligned with your goals. Having Beacon Financial Group on your journey, you can feel confident knowing your finances are being managed by professionals.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities and Advisory services offered through LPL Financial,a registered investment advisor. Member FINRA/SIPC. 

 http://www.beaconfinancialgroup.net/privacy-policy

Section iconCompany Overview

Headquarters
101 Town Center Drive, Suite 111 Warren, NJ 07059, US
Phone number
+1-908-769-****
Website
beaconfinancialgroup.net
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Beacon Financial Group's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Beacon Financial Group's revenue is estimated to be in the range of $10M$25M

Company Leadership

  • Stylized image of a person
    N. E.
    Chief Development Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. W.
    Head Of Finance
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. W.
    Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. M.
    Senior Partner, Co-Founder, Financial Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. L. C.
    President
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    D. C.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. M.
    Senior Partner, Financial Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. A.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. E.
    Chief Development Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. T.
    Owner
    Phone icon
    Mobile Phone

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