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What We Do

Beacon Pointe Advisors is an independent Registered Investment Advisory (RIA) firm with extensive experience working with both institutions and wealthy families. Our firm was founded by a team of professionals from different areas of the industry – including investment management, institutional consulting, financial planning, and wealth management – who believe that aligning our values alongside those of our clients is essential for achieving clients’ investment objectives. Beacon Pointe Advisors was founded upon the principles that by always acting in the best interests of clients, goals optimize and success is imminent. We deliberately structured ourselves in an independent manner, absent any broker-dealer, to maximize our ability to provide our clients peace of mind, with objective and unbiased oversight of their assets.

Most advisory firms will emphasize the need for a financial plan but deemphasize the execution of that plan, which is critical to a client's retirement success. At Beacon Pointe, we emphasize the importance of both the development of the financial plan and the execution of that plan.
Providing consulting to endowments, foundations, and other not-for-profit institutions is the core of Beacon Pointe Institutional Services. Since our inception, the Institutional Consulting Services (ICS) team has specifically focused on working with this segment of the marketplace.
Beacon Pointe Advisors' most distinguishing characteristic is our depth and breadth of talent and experience in our industry. This has driven us to design our unique and research-intensive methodology in an open architecture environment.

Recent Posts

What’s the biggest perk? It’s not a gold watch or even retiree medical insurance. It is the company stock that they have been buying. Why? The IRS gives special tax incentives for owning employer stock inside your retirement plans referred to as Net Unrealized Appreciation (NUA)…

We’re pleased to announce that our firm has been ranked 13th on Barron’s Top 100 Independent Wealth Advisors List for 2015, rising seven spots from last year…

After 18 years (to the day!) of being in the United States, one of Beacon Pointe’s family members, Ellie Chizmarova, CFA, became an official U.S. Citizen this week. Beacon Pointe headquarters is celebrating with a festive party in her honor today – August 21, 2015.   We are extremely proud of Ellie and blessed and honored by […]

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