About

Our Firm

Beacon Financial Group

About Beacon Financial Group

Beacon Financial Group has been providing independent financial advice to individuals, families, and business owners for over 30 years. Founded in July 1996, the firm was built by advisors who left the world of big banks and wirehouses with a clear conviction: that clients deserve better. More transparency. More objectivity. More personalized attention. That conviction has not changed.

Today, Beacon Financial Group is a team of CFP® (CERTIFIED FINANCIAL PLANNER™), retirement, insurance, and investment professionals with 175 years of combined experience. The firm is headquartered at 101 Town Center Dr., Suite 111, Warren, NJ 07059, with additional locations in Flemington NJ, Clinton NJ, Massapequa NY, and North Florida. Clients are served across New Jersey and a broad range of states throughout the country.

The firm operates as an independent practice through LPL Financial, one of the nation’s leading independent broker-dealers, which provides clients with access to comprehensive investment strategies and resources typically reserved for ultra-high-net-worth clients, without the conflicts of interest that come with large institutional firms.

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Fiduciary

As fiduciaries, Beacon Financial Group advisors are legally and ethically required to act in your best interest, always. Every strategy and recommendation is designed with your financial future in mind, not a sales quota or proprietary product.

Independent

Beacon Financial Group is not bound to proprietary products or specific providers. That independence means advisors can search the full marketplace to find the solutions that are genuinely the best fit for each client’s situation.

Integrity Driven

The firm was built on total honesty, transparency, and excellence. Clients come first in every conversation, every recommendation, and every long-term relationship the firm builds.

Experienced Team

With 175 years of combined experience across a team of CFP® professionals, retirement specialists, insurance experts, and investment advisors, Beacon Financial Group brings depth that most advisory firms cannot match.

Warren, New Jersey — home of Beacon Financial Group
What Sets Us Apart

Straightforward. Independent. Focused on You.

Beacon Financial Group advisors are dedicated to providing clear, actionable financial guidance across every area of personal and business finance. The approach is simple: understand the client’s full picture first, then build a plan that fits their life.

The firm does not have banks, brokerage departments, or investment companies influencing its recommendations. When you work with Beacon, what is recommended is what the advisors believe is best for you, nothing more.

Because of Beacon’s relationship with LPL Financial, clients also gain access to comprehensive investment strategies and platforms typically reserved for ultra-high-net-worth investors. That institutional-level access, paired with the personal attention of an advisor who knows your situation, is what makes the model work.

Our Advantage Our Process
The Relationship

Built for the Long Term

A good financial advisor is not a transaction. It is a relationship. Clients who work with Beacon Financial Group receive consistent, ongoing attention as their life and financial situation evolves. Markets change. Goals shift. Life happens. The plan gets revisited accordingly.

The goal is not just to build a plan. It is to be the advisor you call when something changes and trust that the answer you get is honest.

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Common Questions

About Our Firm — FAQs

What is Beacon Financial Group and how long have they been in business?

Beacon Financial Group is an independent financial planning firm headquartered in Warren, New Jersey that has been providing financial advice for over 30 years, founded in July 1996. The firm operates through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC, and serves individuals, families, and business owners across New Jersey and most states throughout the United States.

Is Beacon Financial Group a fiduciary?

Yes. Beacon Financial Group advisors operate as fiduciaries, meaning they are legally and ethically required to act in each client’s best interest at all times. The firm is independent and not tied to proprietary products, which means every recommendation is based solely on what is most appropriate for the client.

What credentials do the advisors at Beacon Financial Group hold?

Beacon Financial Group is a team of CFP® (CERTIFIED FINANCIAL PLANNER™) professionals, retirement specialists, insurance experts, and investment advisors with 175 years of combined experience. Advisors operate through LPL Financial and hold the licenses and registrations required to serve clients across New Jersey and most U.S. states.

Where is Beacon Financial Group located?

Beacon Financial Group’s main office is at 101 Town Center Dr., Suite 111, Warren, NJ 07059, with additional locations in Flemington NJ, Clinton NJ, Massapequa NY, and North Florida. The firm serves clients throughout New Jersey and most states across the country.

What makes Beacon Financial Group different from a large bank or wirehouse?

Beacon Financial Group is an independent firm, which means advisors are not required to recommend proprietary products or meet sales quotas. Because of the firm’s relationship with LPL Financial, clients gain access to comprehensive investment strategies and resources typically reserved for ultra-high-net-worth clients, with the personal attention of an advisor who knows their situation.

How does Beacon Financial Group work with LPL Financial?

Beacon Financial Group advisors operate as registered representatives and investment advisor representatives through LPL Financial, one of the nation’s largest independent broker-dealers. This relationship gives clients access to LPL’s institutional investment platforms, research, and technology while receiving personalized service from their individual Beacon advisor. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.