Beacon Wealth Management has been able to help me organize my retirement and create a successful plan.
Andy and Karen Perkins
— Client Testimonials —
Hear it from the people we work with.
What clients say about working with Beacon Wealth Management, and the written standard we hold ourselves to in return.
These are statements from Beacon Wealth Management clients about their experience with the firm, published alongside the Client Bill of Rights that sets out what every client can expect.
We would rather you hear it from the people we work with than from us. The statements below were given by clients and are published with their permission. Each one describes a single person's experience, which is worth remembering as you read them: circumstances differ, and no two plans look alike.
Beneath the testimonials is our Client Bill of Rights. It is the standard we hold ourselves to, written down, along with what we ask of clients in return.
— In Their Words —
Hear directly from Beacon clients
Every statement we have permission to publish, on one page. Nothing hidden behind a button.
Beacon Wealth Management has always been very prompt on issue/service resolution and extremely proactive, making sure we are notified when something is going on either with our accounts or socially.
David and Melissa HartBusiness Owners, Hart Office Solutions
John is a trustworthy person, and he has always been upfront with me and I admire that.
Eleanor Betler
The value Beacon Wealth Management brings to my life is that I don't have to worry about my investments. I don't like dealing with markets and John and his team make it possible that I can concentrate on other things.
Tim Lester and Robin Poling
Beacon Wealth Management has worked out a retirement plan that has worked out for us up to this point.
Bill and Karen Nicholson
John and the Team made sure that I had what I needed in a time of my life when I wasn't able to do so myself. Anytime I had a question I knew I had a team to help.
Cheryl H.
We have been very pleased with John and the Beacon Wealth Team. John is very responsive and we enjoy the activities and the information provided.
Dusty and Janice Wagner
The retirement plan that was put together for us is working out great. The staff at Beacon Wealth Management is very friendly and knowledgeable.
Rod and Bonnie KelleyBusiness Owners
John and his team have always been so very helpful. They are always eager to help, and any concerns are address in a timely manner.
Chet and Kay Wamsley
The Beacon Wealth Team really helped my husband, and I organize everything into one place. We had accounts and documents all over until we began working with John. We also appreciate the continuous help with making sure our Estate plans are up to date, and the continuing education John provides through his monthly Wisdom to Wealth Client Events.
Steve and Patty SmithRetirees
Everyone on the team is very responsive and John's investment advice has always been easy to understand. At Beacon Wealth Management I am treated like a big investor even though I am just a regular person.
Dell and Linda Hess
We really appreciate the ongoing education John provides while at the same time developing a plan that we can understand.
Robbie and Jo RobinsonRetired Federal and Military Employees
About these testimonials. The statements above were given by clients of Beacon Wealth Management and are published with permission. Clients were not compensated for providing them, and no material conflicts of interest exist in connection with them. These testimonials are based upon an individual client experience and may not represent the experience of other clients and should not be considered a guarantee or indication of future performance or success.
— Client Bill of Rights —
What you can expect, in writing
A relationship works when both sides know what is expected. Here is ours, stated plainly, in both directions.
As a client, you have the right to:
Professional, prompt, and courteous service at all times. Work with a trustworthy, qualified advisor who truly understands your unique situation. Guidance to make smart financial decisions and avoid mistakes. Ongoing monitoring and regular strategy sessions to keep you on track. Prompt responses to calls and emails. Receive accurate, timely account statements. Clear explanations of complex financial concepts. Be treated with respect, integrity, and honesty. Honest advice, even when it's tough to hear. A personal relationship that considers your goals, values, and risk tolerance. Trust in an informed, knowledgeable, and up-to-date advisor. Your privacy is always carefully protected.
We expect our clients to:
Provide accurate information about your financial status, goals, and risk tolerance. Ask questions about any recommendations we make. Ensure you understand and are comfortable with strategies, investments, risks, costs, and fees. Notify us of any changes in your financial situation or significant life events. Be honest about accounts or investments with other firms or those you manage personally. Read all provided materials and stay informed on important financial matters. Let us know if we fail to meet your expectations or if you don't understand or agree with any actions.
— Common Questions —
About these testimonials
Are these testimonials from real Beacon Wealth Management clients?
Yes. Each statement was given by a client of the firm and is published with permission. A testimonial reflects one person's experience and is not a guarantee or indication of future performance.
What is the Client Bill of Rights?
It is a written statement of what clients can expect from us, covering service standards, communication, transparency and privacy, paired with what we ask of clients in return.
Does a testimonial mean I will have the same experience?
No. Every client situation is different. A testimonial describes one client's experience with the firm and should not be read as a promise of a similar outcome.
How do I start working with Beacon Wealth Management?
Schedule a discovery call. It is a conversation to understand what you are looking for and to see whether our approach fits your goals.
— Keep Reading —
Where to go next
About Beacon Wealth Management
Who we are, how the firm is structured, and the people you will work with day to day.
Meet the firm and the teamThe Financial Summit Map
The planning route every client follows, from the first conversation through each review.
See how the process worksWealth Management Services
Six areas of planning, coordinated so one decision strengthens the next.
Explore all services
— Align Your Financials With Your Summit Vision —
Let's have a conversation
Our discovery call is designed to understand what you are looking for and see whether our approach aligns with your goals. It starts with understanding, not a pitch.
Request Your 15-Minute Discovery Call