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 Grogg, AIF®, is a dedicated Associate Wealth Advisor – Director of Community Development at Beacon Wealth Management,...
Laura plays a key role on our POST team, working alongside the rest of our client service professionals...
Nick, as a Client Support Advisor, plays a key role in supporting clients throughout their financial journey. He...
Theo Frick is the Director of Client Experience at Beacon Wealth Management, where he focuses on creating a...
As a Client Support Coordinator, Hunter plays a key role in keeping our operations accurate, organized, and moving...
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.
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