What happens when you bring together our Beacon Pointe Amherst, Boston, and Waltham teams for an evening with Beacon Pointe CEO, Shannon Eusey, and President, Matt Cooper? A night full of meaningful conversations, shared laughs, and unmistakable company pride!
Beacon Pointe
Financial Services
Newport Beach, California 7,850 followers
An independent advisory firm dedicated to providing clients with objective, thoughtful investment & financial guidance.
About us
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. This page, and any associated posts, have been provided for informational purposes only and should not be considered as investment advice or as a recommendation.
- Website
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http://www.beaconpointe.com
External link for Beacon Pointe
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Newport Beach, California
- Type
- Privately Held
- Founded
- 2002
- Specialties
- Wealth Management and Consulting, Performance Measurement and Asset Allocation, Investment Policy Review and Design, Investment Manager/Fund Structure, Investment Manager Search, Institutional Consulting, Retirement Plan Services, Employee Sponsored Retirement Plan, Financial Planning, Retirement Planning, Estate Planning, Strategic Tax Planning, Healthcare Planning, Investment Management, Family Office Services, and Private Foundations
Locations
Employees at Beacon Pointe
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Garth Flint
Partner, Founder at Beacon Pointe Advisors
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Hal Smith, CDFA®, NSSA®, LTCP
Senior Wealth Advisor at Beacon Pointe Advisors
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Karina Melancon
Seasoned IT Professional with 20+ Years in Product Ownership, Product Management, Release Management, and Business/System Analysis. Proven Leader and…
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Brian Coughlan, MBA, MSIM
Partner, Managing Director at Beacon Pointe Advisors
Updates
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Our Beacon Pointe Operations leaders from across the country came together for three incredible days of learning, connecting, and celebrating all things operations at The Camby Hotel, Autograph Collection. With panels, platform demos, breakout sessions, and plenty of idea-sharing, the summit was a powerful reminder of the impact our operations teams have in elevating the advisory and client experience. A special thank you to our presenters, internal teams, and leadership for making it all happen!
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We’re proud to share that Dallas Business Journal has named Beacon Pointe Advisors one of the Top 5 Wealth Management Firms in North Texas! An honor to be recognized among the region’s best. https://lnkd.in/gZiUfdYH
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We’re still reflecting on the amazing energy and insights shared during the #DeVoeElevate2025 Women in Wealth Brunch hosted by leaders of our Beacon Pointe Women's Advisory Institute, including Commie Stevens, JD, Indya Yuill, Jill Broder Steinberg, MBA, CDFA®, Claudia "Megan" E., and Robyn Gerke, CFP®! The morning brought together a dynamic mix of professionals to talk about the unique challenges and untapped opportunities for women investors. It was an inspiring way to kick off such an incredible weekend-long event. Thank you to DeVoe & Company and all who attended.
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Beacon Pointe reposted this
What a pleasure it was to join Chris Brodhead, MBA, of the Ultra High Networth Clients podcast to share my approach to supporting families with special needs children through my work at Beacon Pointe. I’m deeply grateful to combine my passion for supporting the IDD community with my professional purpose and honored to serve a community that means so much to me. Thank you, Chris, for the thoughtful conversation and the opportunity to share my story. https://lnkd.in/eWYvxxGe
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Our Beacon Pointe Institutional Consulting Team has been recognized as one of Barron's Top 100 Institutional Consulting Teams for 2025! Behind this recognition is a team deeply committed to thoughtful, mission-driven investment consulting for our institutional clients. Thank you to our clients, our colleagues, and Barron's Advisor for the recognition. https://lnkd.in/gBw3BpTB
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Policy shifts in areas like immigration, taxation, and deregulation continue to impact the market—but with volatility comes opportunity for our clients and the well-positioned investor… Explore the trends, economic signals, and strategy updates guiding our portfolio construction this quarter in our recent ‘Macro & Markets’ macroeconomic update hosted by Beacon Pointe CIO, Michael Dow, CPA, CFA, CAIA, and Deputy CIO, Julien Frazzo. https://lnkd.in/gsKAz_HW
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"You can't predict, you can prepare. Volatility is not risk; volatility is opportunity." - Howard Marks - American investor and writer, Co-chairman of Oaktree Capital Management. April brought renewed turbulence across equity and fixed income markets, fueled by escalating U.S. trade tensions and growing fears of a global economic slowdown. President Trump’s new #tariff measures triggered sharp reactions, raising concerns about #stagflation and disruptions to global supply chains. These developments, along with questions about the U.S. dollar’s role as a reserve currency, and uncertainty around economic policy weighed heavily on investor sentiment throughout the month. For a retrospective on the causes and effects of April’s market activity, read this month’s edition of ‘Pointe of View.’ https://lnkd.in/gkDjQieq
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Congratulations to our Beacon Pointe Managing Director, Carrie Gallaway, CFP®, and Senior Wealth Advisors, Julie Johnson, CDFA®, and Samuel Mitchell, CFP®, MBA, for being named to the 2025 Forbes SHOOK Research Best-in-State Wealth Advisors list! Their ongoing dedication to client care, thoughtful investment strategy, and holistic wealth planning continues to earn recognition at the highest level. We’re proud to have these advisors representing the values and vision of Beacon Pointe. https://lnkd.in/gxR7hsJ9
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