Beacon Harbor Wealth Advisors

Our Story

At Beacon Harbor Wealth Advisors, we are committed to guiding, growing, and protecting wealth for our clients. Our team is comprised of dedicated professionals who have extensive experience in the financial industry. We understand the importance of creating a personalized financial plan that aligns with your unique goals and objectives.

Our mission is to deliver exquisite client service while helping our clients secure the life they want to live. We believe that the key to achieving this is through a planning-based approach that considers various life events and market environments. Our team is dedicated to providing our clients with the highest level of service and expertise, ensuring that they receive the best possible advice and guidance.

Our Team

Our team at Beacon Harbor Wealth Advisors is comprised of experienced professionals who have a deep understanding of the financial industry. Our team includes Jeremy W. Ingram, CFA, who serves as the Co-President and CEO, as well as the Chief Investment Officer. He is joined by George G. MacDonald, who also serves as Co-President and CEO. Lorraine M. Killian, M. Andrew Stone, Roy "Chip" Runyon, Anne D. Tomlin, and Heather Kleppe round out our team, bringing a wealth of knowledge and experience to our clients.

Our Core Values and Principles

At Beacon Harbor Wealth Advisors, we are guided by a set of core values and principles that shape our approach to financial planning and wealth management. These include:

• Client's Interests First: We believe that our clients' interests should always come first. We strive to provide personalized advice and guidance that aligns with their unique goals and objectives.

• Trust, Honor, and Integrity: We are committed to building trust with our clients by maintaining the highest level of integrity and honor in all that we do.

• Commitment Always: We are dedicated to providing our clients with the highest level of service and expertise, ensuring that they receive the best possible advice and guidance.

• Answer the Mail: We believe in the importance of communication and strive to always be available to our clients when they need us.

• Err on the Side of TOO Much Communication: We understand that effective communication is key to a successful client-advisor relationship. As such, we strive to keep our clients informed and up-to-date on all aspects of their financial plan.

• Strive for Excellence in All That We Do: We are committed to delivering the highest level of service and expertise to our clients, ensuring that they receive the best possible advice and guidance.

Services Offered

At Beacon Harbor Wealth Advisors, we offer a range of services designed to help our clients achieve their financial goals. These include:

• Financial Planning: We work closely with our clients to create a personalized financial plan that aligns with their unique goals and objectives. This includes assessing their current financial situation, identifying areas for improvement, and developing strategies to achieve their desired outcomes.

• Investment Management: We provide our clients with access to a range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). We work closely with our clients to develop an investment strategy that aligns with their risk tolerance, investment horizon, and financial goals.

• Retirement Planning: We help our clients plan for retirement by assessing their current financial situation, identifying their retirement goals, and developing strategies to achieve them. This includes creating a sustainable income stream, managing investment risk, and ensuring that they have adequate resources to support their desired lifestyle in retirement.

• Estate Planning: We work closely with our clients to develop an estate plan that ensures the smooth transfer of their assets to their intended beneficiaries. This includes creating wills, trusts, and other legal documents, as well as providing guidance on strategies to minimize estate taxes and other costs associated with the transfer of assets.

• Tax Planning: We provide our clients with guidance on strategies to minimize their tax liability. This includes identifying deductions and credits, optimizing investment returns, and ensuring compliance with all applicable tax laws and regulations.

Why Choose Beacon Harbor Wealth Advisors?

At Beacon Harbor Wealth Advisors, we are dedicated to delivering the highest level of service and expertise to our clients. We believe that our planning-based approach sets us apart from other financial advisors, as it allows us to create personalized financial plans that align with our clients' unique goals and objectives. Our team of experienced professionals is committed to guiding, growing, and protecting wealth for our clients, ensuring that they receive the best possible advice and guidance. We are dedicated to building trust with our clients by maintaining the highest level of integrity and honor in all that we do, and we strive to provide our clients with the highest level of service and expertise in all aspects of their financial plan.