Beacon Financial Advisors

At Beacon Financial Advisors, Ltd., we are a fiduciary wealth management boutique located in Houston, TX. Our dynamic approach to financial planning, investment management, and estate planning is built around your unique needs and goals. As an independent and fee-only firm, we pride ourselves on providing unbiased advice, free from the influence of large banks or brokerage firms.

Our Story

Beacon Financial Advisors, Ltd. was established to provide long-term value-added financial counsel and investment performance with exceptional service. Our purpose is to work alongside our clients in articulating, establishing, and achieving their financial life goals. We believe that financial planning and investment management decisions are interrelated, and the most suitable decisions are reached in a thoughtful, orderly manner. Our approach is built on a straightforward idea: to win by not losing.

Our Services

We offer a comprehensive range of services, including financial planning, investment management, and estate planning. Our financial planning process is designed to help you articulate and achieve your financial life goals. Our investment management approach is built around a balanced, global portfolio construction approach with no-load mutual funds (often institutional class). Our estate planning services are tailored to help you protect and transfer your wealth according to your wishes.

Why Choose Us

We believe that our services are best suited for clients who value independent, unbiased advice, and who are looking for a long-term partnership with a trusted fiduciary. Our clients come from diverse backgrounds, including high-net-worth and ultra-high-net-worth individuals and families, business owners, and nonprofit organizations. We are committed to providing exceptional service, and we strive to build long-term relationships with our clients.

Our Values

At Beacon Financial Advisors, Ltd., we are committed to upholding the highest ethical standards in our industry. Our personal fiduciary standard goes beyond "best interest" - we want to be stewards of our clients' success. Integrity, expertise, and personalized service are at the core of everything we do.