Beacon Financial Advisers, Inc.

Beacon Financial Advisers, Inc. is a fee-only financial planning/Registered Investment Advisory firm serving clients in the Atlanta metro area. While our main office is in Conyers, we have executive suite arrangements througout the city to accomodate clients that live in other areas. Our firm serves both high net worth individual clients (investment assets over $150,000) and 401(k) plans (plan assets in excess of $250,000). Our mission is to assist our clients' efforts to achieve their goals for the reasons that are important to them. This adviser's specialties include: Comprehensive Financial Planning, Portfolio Management (including, stocks, bonds, no-load mutual funds and ETFs and is a DFA approved advisor), Retirement & Distribution Planning along with Estate Plannning.   For businesses it offers Business Consulting and Planning (including Tax and Succession Planning), Tax Planning & Compliance (individual, fiduciaries and businesses), Pension/Profit Sharing (including Plan design & consulting, Record keeper search and selection, Life Style Models and Selection of mutual funds and ETFs for participant selection), Retirement Planning & Distribution Rules and Estate Plannning & Taxes.  It offers both 3(21) and 3(38) levels of Fiduciary Services to Qualified Plans (e.g., 401(k)).

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This Office

1429 Business Center Dr SW Conyers, GA 30094-5915 Phone: (678) 750-1700 Fax: (770) 922-5795

Primary Office

1429 Business Center Dr SW Conyers, GA 30094-5915 Phone: (678) 750-1700 Fax: (770) 922-5795

Other Offices

3330 Cumberland Blvd., Suite 500 Atlanta, GA 30339 Phone: (678) 750-1700 Fax: (770) 922-5790
3235 Satellite Blvd., Bldg. 400, Suite 300 Duluth, GA 30096 Phone: (678) 750-1700 Fax: (770) 922-5795
4555 Mansell Rd Ste 300 Alpharetta, GA 30022-8279 Phone: (678) 750-1700 Fax: (770) 922-5795