Founded in 1997, 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, CFA, CIMA or CPA certifications, all of our wealth consultants have earned the Certified Kingdom Advisor designation - the gold standard for providing biblical financial counsel. BWC currently serves clients nationwide from offices in Roanoke, VA, Orlando, FL, State College, PA, and Hickory, NC. Our LightPoint Portfolios are available to independent financial advisors who are seeking a turn-key, asset allocated and risk adjusted portfolios for their clients. 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 and may need to secure additional licensing before working with clients located in another state.
View Top Employees from Beacon Wealth Consultants, Inc.Website | http://www.beaconwealth.com |
Revenue | $14 million |
Employees | 18 (18 on RocketReach) |
Founded | 1997 |
Address | 324 Washington Ave SW, Roanoke, Virginia 24016, US |
Phone | (540) 345-3891 |
Technologies |
JavaScript,
PHP,
Twitter
+11 more
(view full list)
|
Industry | Financial Services, Finance General, Finance |
Web Rank | 10 Million |
Keywords | Black And Decker In Tiranan In Albania Company, How A Individual Can Invest In Porn Industry, Wiley Publishing, Life Cycle Analysis Of Sysco, S&P 500 Companies Involved In Abortion |
SIC | SIC Code 621 Companies, SIC Code 62 Companies, SIC Code 6211 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
Looking for a particular Beacon Wealth Consultants, Inc. employee's phone or email?
The Beacon Wealth Consultants, Inc. annual revenue was $14 million in 2024.
Hillary Sunderland is the Chief Investment Officer of Beacon Wealth Consultants, Inc..
18 people are employed at Beacon Wealth Consultants, Inc..
Beacon Wealth Consultants, Inc. is based in Roanoke, Virginia.
The NAICS codes for Beacon Wealth Consultants, Inc. are [523, 5239, 52].
The SIC codes for Beacon Wealth Consultants, Inc. are [621, 62, 6211].