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. *We will never solicit money, investment instructions, or personal information via direct message (DM).
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I had the special privilege of leading a team of colleagues and friends to a remote community in Honduras last week. Together, we installed a water well for a community of over 1,000 people! Working with my Beacon Pointe clients to achieve their philanthropic goals is a priority of mine as an advisor, and I'm grateful for the chance to make a meaningful difference! #honduraswellprojects
Highlighted by Financial Advisor Magazine, each coast-to-coast integration expands our depth of resources and enhances how we partner with advisory teams as they focus on what matters most to their clients. Explore the story behind our growing team: https://lnkd.in/gfZuvrim
Today, we are proud to introduce Financial Planning Solutions, LLC in Newton, MA, Voyager Wealth Management in Lake Geneva, WI, and InvestmentHunter Wealth Services in Fort Worth, TX, to Beacon Pointe. These teams, including a total of twelve talented professionals, support the continued delivery of our allWEALTH® framework for comprehensive wealth management, while building on existing strengths and enhancing the experience across teams and for our clients nationwide. https://lnkd.in/gS57vx7Y
We’re hiring! Work with our team and jump right into collaborating with some of the brightest minds in the #RIA industry. Learn all the details and apply for your dream role with Beacon Pointe today. https://lnkd.in/gECtyV9p
Looking for a wealth advisor who goes the extra mile for you? Our clients share their experiences working with Beacon Pointe Partner, Senior Wealth Advisor, Thomas Selbo, CFP®, RICP®, and the impact of a true client-first approach, where going beyond wealth planning and investing makes all the difference. https://lnkd.in/gi3X_5fT
As tax season quickly approaches, staying organized can help ensure a smoother, more efficient filing process. Use our Beacon Pointe comprehensive tax preparation checklist to help keep key documents and considerations in focus as the April 15 deadline draws nearer. https://lnkd.in/gyus4Qf8
Our Managing Director of Institutional Consulting, Michael Skillman, joined Christopher "Chris" Looney on the Fulcrum Nonprofit Leadership (Fulcrum) podcast, The Nonprofit Edge, to discuss how nonprofits can strengthen their mission through sound investment governance… For nonprofit leaders evaluating advisory relationships, this conversation offers a clear framework centered on governance, alignment, and long-term mission success. This conversation is especially valuable for executive directors, CEOs, and senior nonprofit leaders who want to make informed decisions and avoid common pitfalls: https://lnkd.in/gmbpbuQ7
Our first ‘Macro & Markets’ macroeconomic briefing of the year is happening on February 12th, led by Chief Investment Officer, Michael Dow, CPA, CFA, CAIA, Deputy Chief Investment Officer, Julien Frazzo, and Senior Associate of Investment Research, Nicholas Colletta, CFA, CAIA. Join us for the latest economic insights, including an analysis of current market conditions and 2026 projections: https://lnkd.in/gnCspBXu
We’re proud to share two recent recognitions that reflect the strength of our team and the work behind them… ‘America’s Top Financial Advisory Firms’ by Newsweek: https://lnkd.in/gnCaSz7M '50 RIAs to Watch in 2026' by AdvisorHub: https://lnkd.in/g4XwSRqy We are honored to be included in both prestigious rankings and remain focused on continued growth and delivering exceptional service to our nationwide clients.
As the Litman Gregory Wealth Management team shared, “At the heart of this decision is our commitment to our clients.” Learn more about our new team members and what this means for our growing firm in Wealth Management’s latest feature.
iM Global Partner, an asset management network operating in the U.S. and Europe, has sold an RIA it acquired in 2021 to Beacon Pointe.