Strategic Partners

At Beacon Wealth, we are part of a community of incredible professionals. Below are just some that we personally work with and recommend to our clients.

CPAs

The Rodheaver Group

Jeff Alastanos
248 E Main Street
Clarksburg , WV 26301
(304) 624-9400

Bakertilly

Ted Lopez
600 Market Place Ave
Suite 100
Bridgeport , WV, 26330
(304) 624-5471

Estate Planning

Seamon Law Offices

Doreen Seamon
2101 About Town Place
Morgantown , WV, 26508
(304) 554-2900

Bowles Rice

Seth Wilson
University Town Centre
125 Granville Square
Suite 400
Morgantown, WV 26501
(304) 285-2531

Commercial Loan Officer

BC Bank

Jeff Yoho
1105 Buckhannon Pike
Nutter Fort, WV 26301
(304) 326-2265

READY TO ALIGN YOUR FINANCES WITH YOUR LIFE GOALS?

LET'S TALK.

Our discovery call is designed to connect and understand what you’re looking for in financial guidance. Let’s discuss your priorities and see if our approach aligns with your goals. Schedule your call to begin planning for what matters most.

4565 Benedum Drive
Bridgeport, WV 26330

(304) 626-3900

[email protected]

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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.