Beacon Wealth Consultants, Inc.

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Description

  • Beacon Wealth Consultants, Inc. is a Fee-Only wealth management firm designed to serve the unique planning and asset management needs of affluent Christian families, family-owned businesses, trusts and organizations. BWC is a leading provider of Biblically Responsible Investing (BRI) solutions.In addition to holding CFP or CPA certifications, all of our wealth consultants have earned the Certified Kingdom Advisor designation - the gold standard for providing biblical financial counsel. We celebrated our 17-year anniversary in December of 2013. BWC currently serves clients in 15 states from offices in Roanoke, Smith Mountain Lake, and Richmond, VA, Greensboro, NC, Akron, OH, Orlando, FL, Hamilton and Iselin, NJ.Financial Planning & Investment Advisory services offered through Beacon Wealth Consultants, Inc. Beacon Wealth Consultants is currently licensed to offer advice in: FL, IN, NJ, OH, PA, TX, VA, WV and may need to secure additional licensing before working with clients located in another state.
  • location

    Headquarters:324 Washington Avenue Southwest , Roanoke, Virginia, United States

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  • Beacon Wealth Consultants, Inc. phone

    Phone Number: +1 330-664-9637

  • Beacon Wealth Consultants, Inc. website

    Website: https://www.beaconwealth.com

  • Beacon Wealth Consultants, Inc. employees

    Employees:13

  • Beacon Wealth Consultants, Inc. revenue

    Revenue:$1 - 10M

  • Beacon Wealth Consultants, Inc. legal name

    Legal Name:Beacon Wealth Consultants, Inc.

  • Beacon Wealth Consultants, Inc.'s Social Media

    Beacon Wealth Consultants, Inc. linkedin Beacon Wealth Consultants, Inc. facebook Beacon Wealth Consultants, Inc. twitter
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  • |  NAICS Code: 541320  |

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Person level website identification

Chief Compliance Office And Vice President Operations for Beacon Wealth Consultants, Inc.

Todd Dodson

Chief Compliance Office And Vice President Operations

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Todd Dodson

Chief Compliance Office And Vice President Operations

Kimberly Jenkins

Director Of Financial Planning

Madison Struble

Client Services Manager

Frequently Asked Questions regarding Beacon Wealth Consultants, Inc.

  • Where are Beacon Wealth Consultants, Inc.'s Headquarters?

    Beacon Wealth Consultants, Inc.'s Headquarters are in 324 Washington Avenue Southwest ,Roanoke,Virginia,United States

  • What is Beacon Wealth Consultants, Inc.'s phone number?

    Beacon Wealth Consultants, Inc.'s phone number is +1 330-664-9637

  • What is Beacon Wealth Consultants, Inc.'s official website?

    Beacon Wealth Consultants, Inc.'s official website is https://www.beaconwealth.com

  • What is Beacon Wealth Consultants, Inc.'s Revenue?

    Beacon Wealth Consultants, Inc.'s revenue is $1 - 10M

  • What is Beacon Wealth Consultants, Inc.'s NAICS code?

    Beacon Wealth Consultants, Inc.'s NAICS code is 541320

  • How many employees are working in Beacon Wealth Consultants, Inc.

    Beacon Wealth Consultants, Inc. has 13 employees

  • What is Beacon Wealth Consultants, Inc.'s Industry?

    Beacon Wealth Consultants, Inc. is in the industry of Financial Services

  • Who is Beacon Wealth Consultants, Inc.'s Chief Compliance Office And Vice President Operations?

    Beacon Wealth Consultants, Inc.'s Chief Compliance Office And Vice President Operations is Todd Dodson

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