Beacon Wealth Consultants, Inc.

Beacon Wealth Consultants, Inc.

金融服务

Roanoke,Virginia 1,703 位关注者

Building Your Dreams, Preserving Your Values through Biblically Responsible Investing

关于我们

Founded in 1997, Beacon Wealth Consultants, Inc. is an employee owned fiduciary wealth management firm (Fee-only) designed to serve the unique planning and asset management needs of affluent Christian families, family-owned businesses, trusts and organizations. BWC is a leading provider of Biblically Responsible Investing (BRI) solutions. In addition to holding CFP, CFA, CIMA or CPA certifications, all of our wealth consultants have earned the Certified Kingdom Advisor designation - the gold standard for providing biblical financial counsel. BWC currently serves clients nationwide from offices in Roanoke, VA, Orlando, FL, State College, PA, and Hickory, NC. Our LightPoint Portfolios are available to independent financial advisors who are seeking a turn-key, asset allocated and risk adjusted portfolios for their clients. Financial Planning & Investment Advisory services offered through Beacon Wealth Consultants, Inc. Beacon Wealth Consultants is currently licensed to offer advice in: FL, IN, NJ, OH, PA, TX, VA and may need to secure additional licensing before working with clients located in another state.

网站
https://www.beaconwealth.com
所属行业
金融服务
规模
11-50 人
总部
Roanoke,Virginia
类型
私人持股
创立
1997
领域
The Vision Clarifier - Discover Your Treasure!、LightPoint Portfolio Solutions - Biblically Responsible Investing (BRI)和The True Wealth Solution - Values-based financial planning

地点

  • 主要

    324 Washington Ave SW

    US,Virginia,Roanoke,24016

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  • 114 Pennsylvania Ave.

    US,FL,Winter Garden,34787

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  • 19 Colonnade Way

    US,Pennsylvania,State College,16803

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  • 13295 Booker T Washington Hwy

    US,Virginia,Hardy,24101

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