Financial Advisor · Beacon Financial Group · Warren, NJ

Straightforward Financial Planning for People Who Work Hard for What They Have.

Serving individuals, families, and business owners across New Jersey and beyond — with honest, practical financial guidance from an advisor who understands what it takes to build something.

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Tommy Cooper, Financial Advisor at Beacon Financial Group, Warren NJ
Tommy Cooper — Financial Advisor, Warren NJ

Financial Planning That Fits Your Actual Life

Tommy Cooper is a Financial Advisor at Beacon Financial Group in Warren, New Jersey, serving individuals, families, and business owners across New Jersey and most states throughout the U.S. through LPL Financial — one of the nation’s leading independent broker-dealers.

Before entering financial services, Tommy grew up working in a family commercial plumbing business and spent three years at a Big Four advisory firm in New York City advising Fortune 500 companies. That combination of real-world business experience and institutional financial knowledge shapes every client relationship.

Financial planning doesn’t need to be complicated. It needs to be honest, consistent, and built around where you are.

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Financial Planning Services — New Jersey & Beyond

Who I Work With

Whether you are building a business, raising a family, or planning for retirement, a clear financial plan makes every decision easier.

Financial Planning for Individuals

Retirement planning, investment management, income protection, and tax strategy — built around your specific goals and timeline. Serving individuals throughout New Jersey and across the U.S.

Individual Planning Services →

Financial Planning for Families

Household financial planning that coordinates both incomes, education savings, life insurance, and long-term security for the people who matter most.

Family Planning Services →

Financial Planning for Business Owners

SEP-IRA, Solo 401(k), SIMPLE IRA, exit planning, and tax strategy — for contractors, tradespeople, and service business owners who built something real.

Business Owner Services →
Why Work With Me

Experience at the Highest Level. Focused on Everyday People.

Before becoming a financial advisor in New Jersey, Tommy Cooper grew up working in a family commercial plumbing business and spent three years at a Big Four advisory firm in New York City advising Fortune 500 companies.

That combination — understanding what it takes to build and run a business, and knowing how the largest organizations in the world manage their money — is what he brings to every client relationship in New Jersey and beyond.

Our Advantage
BFG
Backed by the Full Beacon Financial Group Team
3
Years at a Big Four Advisory Firm, NYC
F500
Fortune 500 Client Experience
NJ+
Licensed in NJ & Most U.S. States
LPL
Backed by the Nation’s Largest Independent Broker-Dealer
Beacon Financial Group

Beacon Financial Group is a full-service financial planning firm based in Warren, NJ, operating through LPL Financial — one of the nation’s leading independent broker-dealers. Clients receive dedicated advisor attention with access to institutional-grade investment platforms, research, and resources. Member FINRA/SIPC.

About the Firm
Common Questions

Frequently Asked Questions

Who is Tommy Cooper and what does he do?

Tommy Cooper is a Financial Advisor at Beacon Financial Group in Warren, New Jersey, operating through LPL Financial (Member FINRA/SIPC). He provides personalized financial planning and investment advisory services to individuals, families, and business owners across New Jersey and most U.S. states. His background includes growing up in a family commercial plumbing business and three years at a Big Four advisory firm advising Fortune 500 companies.

What financial planning services does Tommy Cooper offer?

Tommy Cooper offers retirement planning, investment management, tax strategy, risk management and insurance coordination, estate planning coordination, health insurance guidance, Medicare consulting, multi-generational planning, and education planning. For business owners specifically, he provides SEP-IRA, Solo 401(k), and SIMPLE IRA setup, key person planning, exit and succession planning, and business tax strategy.

How do I know if I need a financial advisor?

If you are earning money and do not have a clear plan for what happens to it, you would benefit from a financial advisor. You do not need to be wealthy to get started. A financial advisor helps you build a plan around where you are now, identify gaps in your coverage or savings, and make sure your money is working toward something specific rather than just sitting there.

What does a financial plan include?

A comprehensive financial plan covers your retirement savings strategy, investment approach, income protection through insurance, tax strategy, and estate planning considerations. It looks at your full financial picture: income, expenses, existing accounts, debts, and goals and builds a coordinated strategy around all of it. It is not a single product or account. It is a complete picture of where you are, where you want to go, and how to get there.

How does working with an independent financial advisor differ from going to a bank?

A bank advisor is typically limited to the bank’s own products and is often incentivized to meet internal sales targets. An independent financial advisor like Tommy Cooper, operating through Beacon Financial Group and LPL Financial, is not tied to any proprietary products and has no quotas to meet. That independence means the recommendations you receive are based on what is right for your situation — not what is most profitable for the institution.

What should I look for when choosing a financial advisor in New Jersey?

Look for an advisor who operates as a fiduciary, meaning they are legally required to act in your best interest. Check their background through FINRA BrokerCheck. Look for relevant credentials and experience and make sure they have worked with people in situations similar to yours. Most importantly, find someone who communicates plainly, shows up consistently, and builds a plan around your life, not a generic template.

Ready to Have a Real Conversation?

The first call is free and comes with no obligation. Let’s talk about where you are and where you want to go.

Book a Consultation Today!