Beacon Wealth Advisors LLC Brookline Massachusetts

Beacon Wealth Advisors LLC is a financial services company based in Brookline, Massachusetts. The firm is relatively small with 5 employees and generates approximately $2.5 million in annual revenue. With over 30 years of combined experience, Beacon Wealth Advisors was founded by Daniel Wallach and Jonathan Stearns, who strive to help clients achieve their financial goals. Beacon Wealth Advisors offers a range of fee-based financial services designed for families and successful entrepreneurs nationwide. These services encompass financial planning, investment management, corporate benefit plan consultations, and insurance services. The firm prides itself on delivering world-class financial advice, client service, and customized solutions tailored to each client's unique needs. Adding to their expertise, Joe Walsh joined Beacon Wealth Advisors in 2016 as a partner. Joe brings over 25 years of experience in the financial industry, specializing in goal, time, and risk-based investment management, retirement income planning, and holistic financial planning. Prior to joining Beacon Wealth, Joe held a senior position at Fidelity Investments. Clients interested in learning more about Beacon Wealth Advisors and its services can visit their website at beaconwealthllc.com.