Beacon Financial Partners of Cleveland

Beacon Financial Partners of Cleveland is a financial planner in Cleveland, OH. The firm provides financial planning, investment advice, investment account management, retirement income and distribution strategies, tax-efficient investing, insurance review covering life, disability, and long-term care, and employer retirement plan management. Founded in 2006, Beacon works with more than 2,000 client households through a team of twelve full-time advisors and twenty-five total employees, serving clients from its office on Science Park Drive as well as clients across the wider region. It holds a rating of 5.00 based on 258 reviews.

The firm follows a four-step process built around understanding each client's goals, values, and financial picture before developing a written plan, implementing the recommended strategies, and then partnering with the client for ongoing investment management. Advisors operate according to the fiduciary standard, and the firm is independently owned and operated, which allows the team to survey the entire financial landscape for products and investments suited to each client's goals. Beacon's investment philosophy is grounded in comprehensive academic research, with a stated focus on controlling investment risk and capturing predictable returns rather than picking individual stocks or attempting to time the market.

The office is at 25825 Science Park Drive, Suite 110, Cleveland, OH 44122, reachable at (216) 910-1850 during business hours of Monday through Friday, 8:30 AM to 4:30 PM. Advisory services are offered through Beacon Financial Advisory, LLC and Capital Analysts, registered investment advisers, with securities offered through Lincoln Investment, a broker/dealer and member of FINRA/SIPC.

With more than eighteen years in practice, over 2,000 households served, and a perfect customer rating across hundreds of reviews, Beacon Financial Partners of Cleveland stands among the most established independent advisory firms in the Cleveland area.

Services:

• Financial Plan Creation and Ongoing Servicing
• Investment Advice and Account Management
• Personalized Advisor-Client Relationship
• Retirement Income Strategies
• Tax-Efficient Investing