Let us not become weary in doing good, for at the proper time we will reap a harvest if we do not give up. --Galatians 6:9
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
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https://www.beaconwealth.com
Beacon Wealth Consultants, Inc.的外部链接
- 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
Beacon Wealth Consultants, Inc.员工
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Cassandra Laymon
Helping business owners plan for the future while preserving their faith values
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Kirk Hobart, MBA, CFP?, CKA?
Faith driven investing solutions for people, retirement plans & nonprofits.
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Dennis Gillard CPA, PFS, CKA
Wealth Consultant at Beacon Wealth Consultants, Inc.
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Kimberly Jenkins
Portfolio Manager at Beacon Wealth Consultants & LightPoint Portfolio Solutions
动态
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This Shining Light Spotlight highlights TransMedics, a company that has developed technology to keep organs alive for longer during the transplant process, increasing organ utilization rates and helping save more lives. Watch the video to learn more about this Shining Light company! #faithbasedinvesting #biblicallyresponsibleinvesting #biotech
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Discover TransMedics, Inc., a Shining Light Company with technology that keeps organs alive for longer during the transplant process, increasing organ utilization rates and helping save more lives. Click the link to watch the full video! https://lnkd.in/ggAJ9Y72 #faithbasedinvesting #biblicallyresponsibleinvesting #organtransplant #biotech
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Is God at work in the stock market? You bet He is! In her book, "I Found Jesus in the Stock Market" Cassandra Laymon shares how her investigation into what the Bible teaches about money, business, loving God, and loving your neighbor not only "converted" her to faith-based investing but also renewed her relationship with God. Pick up your copy and see how God can change your heart too! https://lnkd.in/dmms3pWr #faithbasedinvesting #biblicallyresponsibleinvesting
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What's the big question on everybody's mind? Watch the full video: https://lnkd.in/gK2Xf2Hq
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In our latest Market Commentary, Cassandra Laymon and Hillary Sunderland, CFA, CKA provide an insightful review of what's been happening in the market and economy in the third quarter. They also discuss the opportunity cost of keeping cash on the sidelines and discuss the question on everyone's mind: how will the elections impact the markets? Are you wondering how the elections might affect the markets? Watch the video! #faithbasedinvesting #biblicallyresponsibleinvesting #stockmarket
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When a natural disaster strikes, like the recent hurricane and flash floods, the IRS offers relief to people living in areas that have been declared federal disaster zones. One way they help is by allowing you to take money from your retirement plan to cover disaster-related expenses without the usual penalties. We hope you are not in this situation but here’s what you need to know if you’re considering this option. #hurricanehelene #disasterrelief
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When a natural disaster strikes, like the recent hurricane and flash floods, the IRS offers relief to people living in areas that have been declared federal disaster zones. One way they help is by allowing you to take money from your retirement plan to cover disaster-related expenses without the usual penalties. We hope you are not in this situation but here’s what you need to know if you’re considering this option. https://lnkd.in/dPuxjD2c #hurricanehelene #disasterrelief
Using Retirement Plan Distributions for Disaster Relief: What You Need to Know - Beacon Wealth
beaconwealth.com
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Just as Christians are called to be a light or to be distinctly like Christ in the way that we live our lives and interact with others, we look for companies that seem to go above and beyond in several key areas that make them distinctive and good. These are companies that: --Demonstrate strong servant leadership --Live out the Golden Rule in their business practices --Demonstrate care for creation --Demonstrate social responsibility and strong corporate governance --Create compelling values through the products and services they offer #faithbasedinvesting #biblicallyresponsibleinvesting #faithdriveninvesting