Beacon Wealth Consultants

Beacon Wealth Consultants

Financial Services, 324 Avesw, Roanoke, Virginia, Washington, 24016, United States, 11-50 Employees

beaconwealth.com

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Who is BEACON WEALTH CONSULTANTS

Founded in 1997, Beacon Wealth Consultants, Inc. is a Fee-only wealth management firm designed to serve the unique planning and asset management needs of affluent Christian families, fami...

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  • 324 Washington Avesw, Roanoke, Virginia, 24016, United States Headquarters: 324 Washington Avesw, Roanoke, Virginia, 24016, United States
  • 1997 Date Founded: 1997
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6211 | NAICS Code: 523930 | Show More

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Frequently Asked Questions Regarding Beacon Wealth Consultants

Answer: Beacon Wealth Consultants's headquarters are located at 324 Avesw, Roanoke, Virginia, Washington, 24016, United States

Answer: Beacon Wealth Consultants's phone number is +15*********

Answer: Beacon Wealth Consultants's official website is https://beaconwealth.com

Answer: Beacon Wealth Consultants's revenue is $5 Million to $10 Million

Answer: Beacon Wealth Consultants's SIC: 6211

Answer: Beacon Wealth Consultants's NAICS: 523930

Answer: Beacon Wealth Consultants has 11-50 employees

Answer: Beacon Wealth Consultants is in Financial Services

Answer: Beacon Wealth Consultants contact info: Phone number: +15********* Website: https://beaconwealth.com

Answer: Founded in 1997, Beacon Wealth Consultants, Inc. is a Fee-only wealth management firm designed to serve the unique planning and asset management needs of affluent Christian families, family-owned businesses, trusts and organizations. BWC is a leading provider of Biblically Responsible Investing (BRI) solutions. In addition to holding CFP, CFA, CIMA or CPA certifications, all of our wealth consultants have earned the Certified Kingdom Advisor designation - the gold standard for providing biblical financial counsel. BWC currently serves clients nationwide from offices in Roanoke, VA, Orlando, FL, State College, PA, and Hickory, NC. Our LightPoint Portfolios are available to independent financial advisors who are seeking a turn-key, asset allocated and risk adjusted portfolios for their clients. Financial Planning & Investment Advisory services offered through Beacon Wealth Consultants, Inc. Beacon Wealth Consultants is currently licensed to offer advice in: FL, IN, NJ, OH, PA, TX, VA and may need to secure additional licensing before working with clients located in another state.

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