Beacon Pointe Advisors is a nationally recognized independent investment advisory firm specializing in comprehensive financial planning and wealth management services. With a presence in New York and offices across the U.S., Beacon Pointe provides dedicated solutions tailored to high-net-worth individuals, families, endowments, and foundations. Their experienced advisors offer objective guidance rooted in evidence-based investment strategies, while emphasizing transparency and a client-first philosophy. Beacon Pointe is distinguished by its commitment to education, anticipating long-term financial needs, and promoting financial literacy.
A women-led firm, Beacon Pointe is also known for fostering diversity in financial services, including a notable emphasis on female advisors and women-centric financial planning. The New York location blends the personalized touch of boutique advisory services with the resources and scale of a national firm. Clients benefit from a collaborative advisory model that leverages both in-house expertise and third-party strategic partners. Beacon Pointe also actively supports philanthropic initiatives and community engagement through donor-advised services and nonprofit consulting.
