About Our Firm

We are pleased to announce the formation of Beacon Wealth Partners, LLC, a financial services firm associated with the AXA Advisors, LLC Broker/Dealer.    

As a platinum group within AXA Advisors focusing on wealth management services, our mission will be continuing to bring a high level of value to our clients. We are expanding our services and areas of focus by creating this partnership within AXA Advisors to better serve our clients through sound, objective strategies. Our firm's growth has been predominantly internal, built from the referrals of our clients and professional associates. At Beacon Wealth Partners, our client-centered approach will always remain as our number one focus. To meet the needs of our client base, we have teamed up with high quality, committed professionals who hold these same values for training, development, and growth.

Our combined group of 10 professionals will enable us to provide greater focus in the following areas:

  • Retirement Planning – Accumulation and Distribution

  • Insurance Planning – Life, Disability Income, Long-Term Care

  • Wealth Management Strategies - managing nearly $1 Billion for our clients

  • Estate Planning Strategies

  • Strategies for Business Owners including Group Benefits

We are grateful for the opportunity to assist you in addressing your financial goals and your loyalty and friendship. We are confident that our new partnership will allow us to continue serving you at the highest level.

 

Frequently Asked Questions:

"Are you still affiliated with AXA Advisors?"  --- Yes, AXA still remains our Broker/Dealer with NO changes to your current account structure.

"Will I be passed on to work with another advisor?" --- No, you will continue to work with us as your advisor, now with additional team members with added expertise and specialties, available to you when needed to be called upon.

"Will my fee structure of account agreements change?" --- Not at all, nothing will change with your current account setup, as well as the axa.com website you currently use for online access.

"Are you changing office locations and contact information?" --- No, we will continue to operate out of the same offices, with the same phone number, and the axa-advisors.com email address will remain active.  We will just be adding additional contact information for Beacon Wealth Partners.

"What are the potential advantages to me as a client?" --- We are adding additional experts and specialties in areas such as Long Term Care, Medicare Planning, etc. to be able to offer you a great level of service and value, being a true one-stop shop for all things financial.

"What are the potential disadvantages to me as a client?" --- There are none, as your accounts, fees, relationship with us, and the service you come to expect will NOT change.  While this new firm setup will be very exciting and provide additional ways to work together, we wanted to ensure it would NOT change our existing client relationships.

CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.