Beacon Capital Management Advisors (BCM) is committed to providing objective advice and guidance to individual investors, small business owners and U.S. corporations. BCM is registered in 50 States.
Wealth Management for Individual Investors
BCM advises individual investors with many facets of financial planning and wealth management. We help individual investors with saving for their children’s education (529 plans) and funding their retirement plans, while having the flexibility to choose from stocks, bonds, institutional money managers and over 10,000 mutual funds.
Retirement Plans: Self Employed, Entrepreneurs and Small Business Owners
Beacon Capital Management Advisors is experienced in setting up retirement plans for our clients and provides retirement plan solutions to the self employed, entrepreneurs and small business owners. BCM serves as an educational resource by providing expertise and valuable information about the SEP IRA, Individual 401k, Simple IRA and Defined Benefit Plan.
Corporate Clients: 401k and Defined Benefit Plans
Corporate clients of BCM benefit from our retirement plan experience and expertise due to our existing relationships with numerous 401k providers. Our understanding of the corporate retirement plan marketplace enables us to find the retirement plan that is best suited for our clients.
Safety and Security
Beacon Capital Management Advisors is an Accredited Business of the Better Business Bureau since 2004.
As a client of Beacon Capital Management Advisors, we believe you are entitled to have complete confidence in the safety and security of your assets. Our firm utilizes National Financial Services LLC as the custodian for our clients’ accounts. The strength and reputation associated with Fidelity Investments are two of the many reasons we are pleased to be working with National Financial Services LLC. Learn more about our relationship here.
National Financial Services LLC
Established in 1983, National Financial Services LLC, a Fidelity Investments® company, is one of the largest providers of brokerage services. Fidelity Investments® is one of the world’s largest providers of financial services, with assets under administration of $11.3 trillion, including discretionary assets of $4.2 trillion as of March 31, 2022.