A family-focused firm for your Financial Summit.
Authentic, lifelong relationships built on truth and honesty. We guide individuals and families through the pivotal stretch of the climb, with clarity, integrity, and personalized care.
Beacon Wealth Management is a family-focused, independent financial services firm in Bridgeport, West Virginia, founded by Certified Wealth Strategist John T. Halterman, specializing in retirement income, investments, tax mitigation, insurance, and estate planning.
Who we are
At Beacon Wealth Management, we are a family-focused financial services firm dedicated to fostering authentic, lifelong relationships built on a foundation of truth and honesty. Our team is passionate about providing personalized guidance to help you define, pursue, and achieve your long-term goals. With decades of combined experience, each member brings unique insights and specialized knowledge for a well-rounded, tailored approach to your financial strategy.
We understand that every client's journey is different, which is why we take the time to listen, learn, and collaborate with you to design solutions that reflect your individual needs, values, and aspirations. From navigating complex decisions to planning for the future you envision, we are here every step of the way.
To empower individuals on their climb to the Financial Summit through comprehensive, client-centered wealth management, building long-lasting relationships rooted in trust, integrity, and personalized care.
In the second half, money becomes more complicated at exactly the time you want life to become less complicated.
This is the pivotal stretch of the climb, where the decisions you make about income, taxes, and protection carry the greatest and most lasting impact. We specialize here rather than trying to be average at everything.
What sets Beacon apart
We Are a Fiduciary
On our advisory accounts, we are legally committed to putting your interests first. We take that responsibility seriously and bring the same standard of care to every relationship.
We Specialize in Retirees and Soon-to-Be
We focus on retirees and those approaching retirement, so we can be genuinely excellent in this area rather than average across many.
We Are Product-Neutral
We hold a product-neutral stance with no sales agenda. Our focus is a solutions-driven process centered entirely on you.
We Work as a Team to Serve You
Our team collaborates to serve you effectively. By combining our resources and knowledge, we deliver high-quality advice and a high-quality experience.
Clear, Transparent Fee Structure
Percentage-based advisory fees keep our goals aligned with yours: when you thrive, we thrive. Commission-based services are also available for suitable clients.
A Family-Focused Relationship
We build authentic, lifelong relationships rooted in truth and honesty, and we are here at every step, not just at the start.
John T. Halterman
John is the founder of Beacon Wealth Management, a seasoned wealth strategist, best-selling author, and nationally published blogger who has been featured as a financial expert on national networks. He guides entrepreneurs, professionals, and retirees through complex financial challenges, with a focus on tax reduction, investment risk management, and wealth transfer.
He also hosts Wisdom to Wealth on WDTV Evening News, translating real-world financial strategy into plain language for the families he serves.
John was born in Da Nang, Vietnam, and arrived in Weston, West Virginia before he was four. His father left, his mother raised three children alone in a country whose language she was still learning, and by the time John was ten the family had lost their house.
What he learned in those years is the reason this firm exists. The whole story, including the conversation at eighteen that redirected his life, is written out in a short book you can read for free.
Download John's storyDecades of combined experience, one shared standard
Our team specializes in retirement income planning, life insurance planning, investment management, estate planning, long-term care planning, and tax mitigation.
Lisa Halterman
Lisa oversees business operations and human resources, keeping the systems that support every client interaction organized, responsive, and consistent.
Ryan Scott Grogg
Ryan works alongside clients on their planning while leading the firm's engagement with the local community and the organizations it supports.
Theo Frick
Theo focuses on making every step of the client journey clear and well-supported, from the first conversation through each annual review.
Laura Brownfield
Laura is a key member of the firm's POST team, working alongside our client service professionals to keep service prompt, accurate, and personal.
Caden Moore
Caden helps keep the client experience smooth and responsive, coordinating the details that make planning feel effortless on your end.
Hunter Emerson
Hunter plays a key role in keeping operations accurate, organized, and moving, so nothing falls through the cracks between meetings.
Katie Halterman
Katie's role may not be a traditional one, but it matters: she makes the office a warmer, calmer place and reminds everyone that planning for life should feel human.
Service is part of our culture
It is ingrained in our firm's culture to serve others as we strive to make a difference in people's lives, and it inspires the work we do for our clients. Our commitment to service extends into our communities. Many of our team members actively volunteer or donate to various nonprofit groups and foundations.
About Beacon, answered
Who is Beacon Wealth Management?
Who does Beacon Wealth Management serve?
Is Beacon Wealth Management a fiduciary?
Where is Beacon Wealth Management located?
Beacon Wealth Management does not provide tax or legal advice. Consult your CPA or attorney regarding your specific situation. Insurance products are offered through licensed insurance affiliates.
Let's have a conversation
Our discovery call is designed to understand what you're looking for and see whether our approach aligns with your goals. It starts with understanding, not a pitch.
Request Your 15-Minute Discovery Call