Beacon Wealth Consultants, Inc. Email Format

Financial ServicesVirginia, United States11-50 Employees

Beacon Wealth Consultants, Inc. is an employee-owned fiduciary wealth management firm founded in 1997. Based in Roanoke, Virginia, it operates with additional offices in Orlando, Florida; State College, Pennsylvania; and Hickory, North Carolina to serve clients nationwide. The firm focuses on financial planning and asset management for affluent Christian families, family-owned businesses, trusts, and organizations, and provides Biblically Responsible Investing solutions. Its wealth consultants hold professional designations including CFP, CFA, CIMA, and CPA, and all have earned the Certified Kingdom Advisor designation. 

Beacon Wealth Consultants provides LightPoint Portfolios to independent financial advisors as turnkey, asset-allocated, risk-adjusted solutions. The firm currently holds advisory licenses in Florida, Indiana, New Jersey, Ohio, Pennsylvania, Texas, and Virginia, and in 2023 announced a partnership with CFD Investments to offer faith-based investing portfolios.

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