At Beacon Wealth Management, we are a family-focused financial services firm dedicated to fostering authentic, lifelong relationships built on a foundation of truth and honesty. Our team is passionate about providing personalized financial guidance to help you define, pursue, and achieve your long-term goals. With decades of combined experience, each member of our team offers unique insights and specialized knowledge to ensure a well-rounded and tailored approach to your financial strategy.
We understand that every client’s journey is different, which is why we take the time to listen, learn, and collaborate with you to design solutions that reflect your individual needs, values, and aspirations. From navigating complex financial decisions to planning for the future you envision, we are here every step of the way.
Let us show you how a trusted partnership with Beacon Wealth Management can bring clarity and confidence to your financial future. Reach out today to connect with one of our dedicated professionals and take the first step toward building a brighter tomorrow!
John Halterman is a best-selling author and nationally published blogger who has been featured as a financial expert...
Lisa is responsible for overseeing our business operations. She manages our human resources and serves as our company...
Ryan dedicates his time to building and nurturing relationships within the community. He coordinates our public education events...
Laura leads our Client Support team and is a fully licensed professional in both investments and insurance. She...
Nick plays a key role in helping new clients embark on their financial journey. He skillfully handles account...
As the Communications Coordinator, Kim is responsible for our Wisdom 2 Wealth insights, website maintenance, social media platforms,...
Tara serves as the Support Coordinator for service requests, where her primary responsibility is to provide answers to...
Hanna ensures that operations run smoothly by efficiently handling client session preparations and processing new accounts with great...
Meet Katie, the Chief Comfort Officer at Beacon Wealth Management. Her role may not be a traditional one,...
Meet our trusted network of professional partners—collaborating with us to enhance your financial strategies.
Check out the background of firms and investment professionals on FINRA’s BrokerCheck.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of WV, PA, OH, MD, NC, SC, TX, FL, NY, DE, KY, CA and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.
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