Beacon Financial Advisers, Inc.
Beacon Financial Advisers, Inc. is a fee-only financial planning/Registered Investment Advisory firm serving clients in the metro-Atlanta area. Our firm serves both individual clients and 401(k) plans. Our mission is to serve our clients and to assist each one in the achievement of their goals while offering critical support and guidance tailored to their specific needs and the needs of their family..
Our specialties include Comprehensive Financial Planning, Portfolio Management (DFA approved advisor), Retirement & Distribution Planning, Income Tax Planning, Social Security and Medicare Planning, and Estate Planning. For businesses we offer Business Consulting and Planning (including Tax and Succession Planning), Tax Planning & Compliance (Individual, Fiduciaries and Businesses), Pension & Profit Sharing Consulting (Including Plan Design & Consulting, Record Keeper Search and Selection, and Selection of Mutual Funds and ETFs for Participant Selection), and both 3(21) and 3(38) levels of Fiduciary Services to Qualified Plans (e.g., 401(k)).