Empowering financial advisers
At Beacon Wealth, we partner with financial advisers to help them grow their businesses, deliver exceptional advice, and stay compliant with industry standards.
We provide a comprehensive platform that allows advisers to focus on what matters most: their clients.
Licensing Solutions
We offer flexible licensing solutions to suit the needs of financial advisers. Whether you’re seeking autonomy or a structured role, our licensing models provide a tailored approach to suit your business needs. With independent licensing, you maintain control of your practice, while still benefiting from our comprehensive support system. Alternatively, the salaried adviser model allows you to focus purely on providing quality advice, without the pressures of business ownership, ensuring stability and security.
Technology & Tools
Our client management systems are intuitive and efficient, allowing you to track portfolios, communication, and client needs effortlessly. Our investment tools offer real-time insights and market data, helping you build bespoke portfolios for each client. Our compliance and reporting tools ensure you stay on the right side of regulations, simplifying the process of staying compliant in a complex environment.
Business Growth Support
We’re committed to helping financial advisers grow their businesses, offering expert support in key areas. Our marketing assistance gives you the tools and strategies to attract new clients, grow your brand, and expand your business. We also offer continuous education and training opportunities, so you can stay up to date with industry changes and sharpen your skills. In addition, our regular insights into market trends and industry shifts ensure you stay ahead of the competition and informed on how to best serve your clients.
Why Partner With Us?
When you partner with Beacon Wealth, we handle back-office tasks, offer flexible models to fit your goals, and provide cutting-edge technology to help your practice grow.
Get in Touch
Join us today!
Partner with us to access the tools, support, and flexibility you need to grow confidently.