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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

On behalf of the Beacon Pointe family, we wish you the best during this holiday season and thank you for your continued loyalty and support. Year-end is also the time to focus on tax moves that might improve your current or future tax situation. While Congress didn’t pass any significant tax legislation impacting investors in 2014, everyone is still adjusting to higher taxes brought on by The American Taxpayer Relief Act of 2012 (ATRA) and looking for ways to reduce the tax bite. Here are a few portfolio related moves to consider with your accountant and advisor…

When planning out your financial priorities it is important to identify your needs vs. wants. While the financial planning pyramid shown creates a starting point for a discussion, it is not meant to create hard and fast rules. For example…

Here’s our list of top tips for 80 somethings to help enjoy life and keep financial stress at bay…

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