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Insights

Growing Revenue Potential Beacon Financial Group generates an estimated revenue between 10 million and 25 million USD, indicating a solid mid-sized market presence and opportunities for premium financial products and services tailored to their client base.

Recent Market Expansion The acquisition attempt of Libertas Financial Planning demonstrates Beacon’s strategic growth ambitions, highlighting an openness to expanding its client reach through acquisitions and innovative growth strategies.

Technology Adoption Utilizing diverse tech tools such as Cloudflare Bot Management, Google Maps, and Express suggests the company’s focus on digital infrastructure, presenting opportunities for advanced fintech solutions and digital engagement tools.

Competitive Positioning With competitors like MassMutual, Charles Schwab, and Fidelity investing heavily in technology and client services, Beacon can further differentiate by enhancing personalized advisory services and innovative financial planning solutions.

Client Engagement Focus Beacon’s well-defined planning process emphasizes long-term client relationships, indicating a potential market for client management tools, CRM solutions, and high-touch financial advisory technology to deepen customer loyalty.

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. 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 December 2025, Beacon Financial Group has approximately 36 employees across 2 continents, including North AmericaOceania. Key team members include Chief Development Officer: N. E.President: B. L. C.President: D. L.. 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

Financial ServicesNew Jersey, United 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
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
    B. L. C.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. L.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. C.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. R.
    President
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    D. C.
    President
    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
  • Stylized image of a person
    R. R.
    President
    Phone icon
    Mobile Phone

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