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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

Giving appreciated property to a charitable remainder trust (CRT) instead of selling an asset can be a win-win for those with charitable intentions. This tax advantaged technique allows…

Barron’s Top Advisors rankings are based on the following evaluation criteria…

Beacon Pointe recently announced its expansion of investment management services to employer-sponsored retirement plans, hiring Doug Igel, CIMA®, AIF® to run their Retirement Plan Advisory platform…

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