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Beacon Wealth Consultants, Inc. logo

Beacon Wealth Consultants, Inc. Employee Directory

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.

Find Beacon Wealth Consultants, Inc. employees' phone numbers or email addresses

Beacon Wealth Consultants, Inc. Global Highlights

Location
Employees

North America
29

Minus sign iconPlus sign icon
  • United States Of America
    29

Beacon Wealth Consultants, Inc.'s Leadership

  • Stylized image of a person
    N. S.
    Managing Director
    Mobile Phone
  • Stylized image of a person
    C. B.
    Accounting Manager
    Mobile Phone
  • Stylized image of a person
    M. B.
    Accounting Manager
    Mobile Phone
  • Stylized image of a person
    C. C.
    Portfolio Analyst
    Mobile Phone
  • Stylized image of a person
    J. L. M.
    Wealth Advisor
    Mobile Phone
  • Stylized image of a person
    M. S.
    Wealth Advisor
    Mobile Phone
  • Stylized image of a person
    J. M.
    Wealth Advisor
    Mobile Phone

Beacon Wealth Consultants, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Finance
  • Accounting
  • Other

Contact profiles from Beacon Wealth Consultants, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    N. S.
    Managing Director
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    C. B.
    Accounting Manager
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    M. B.
    Accounting Manager
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    C. C.
    Portfolio Analyst
    Mobile Phone
    Jun 02, 2026
  • Stylized image of a person
    J. L. M.
    Wealth Advisor
    Mobile Phone
    Apr 15, 2026
  • Stylized image of a person
    M. S.
    Wealth Advisor
    Mobile Phone
    Jun 27, 2026
  • Stylized image of a person
    J. M.
    Wealth Advisor
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Beacon Wealth Consultants, Inc. known for?

Minus sign iconPlus sign iconBeacon Wealth Consultants, Inc. was founded in 1997 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-540-345-****
. Explore Beacon Wealth Consultants, Inc.'s company overview page for more information.

What is Beacon Wealth Consultants, Inc.'s most common email format?

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

How many employees does Beacon Wealth Consultants, Inc. have currently?

Minus sign iconPlus sign iconBeacon Wealth Consultants, Inc. has approximately 20 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Beacon Wealth Consultants, Inc.'s key employees and leadership?

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As of July 2026, Beacon Wealth Consultants, Inc.'s key employees include:

  • Managing Director: N. S.
  • Accounting Manager: C. B.
  • Accounting Manager: M. B.
  • Portfolio Analyst: C. C.
  • Wealth Advisor: J. L. M.

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