What departments does Beacon Financial Partners have?

Beacon Financial Partners has employees across 3 departments including Operations, Accounting, Finance.

What is the largest department at Beacon Financial Partners?

The largest department at Beacon Financial Partners is Operations with 1 employees.

Where are Beacon Financial Partners employees located globally?

Beacon Financial Partners has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Beacon Financial Partners's team size changed over time?

Beacon Financial Partners's team has grown from approximately 23 to 28 employees based on available data.

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Beacon Financial Partners Employee Directory

Financial ServicesOhio, United States11-50 Employees

Beacon Financial Partners is a financial services firm that provides comprehensive planning and wealth management. It emphasizes independent, objective guidance and treats financial advice as a process rather than a product. Advisory services are offered through Beacon Financial Advisory, LLC and Capital Analysts, with securities provided through Lincoln Investment; the entities are independent and non-affiliated, and the company is based in Beachwood, Ohio.

Through its process, the firm helps clients forecast retirement needs, balance market risk with investment returns, and determine insurance coverage. It also covers education funding, estate planning, charitable giving, and succession planning for business owners, delivered through coordinated planning and investment strategies.

Beacon Financial Partners Global Highlights

North America
39

United States Of America
39

Oceania
3

Australia
3

Beacon Financial Partners's Leadership

M. S.
Partner
Mobile Phone
Email
B. K.
Partner
Mobile Phone
Email
W.
Partner
Mobile Phone
Email
R. C.
Operations Manager
Mobile Phone
Email
J. J.
Manager
Mobile Phone
Email
P. J.
Accountant
Mobile Phone
Email
S. W.
Financial Advisor
Mobile Phone
Email

Beacon Financial Partners Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Community & Social Services
Other

Contact profiles from Beacon Financial Partners

Name

Title

Contact

Location

Last Update

M. S.
Partner
Mobile Phone
Email
Australia, Victoria
Aug 19, 2026
B. K.
Partner
Mobile Phone
Email
Oct 23, 2024
W.
Partner
Mobile Phone
Email
Oct 22, 2024
R. C.
Operations Manager
Mobile Phone
Email
Sep 10, 2026
J. J.
Manager
Mobile Phone
Email
Aug 20, 2026
P. J.
Accountant
Mobile Phone
Email
Australia, Victoria
Sep 01, 2026
S. W.
Financial Advisor
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Beacon Financial Partners known for?

Beacon Financial Partners was founded in 2006 and operates in the Financial Services industry. You can contact Beacon Financial Partners's main corporate office by phone at

+1-216-464-****

. Explore Beacon Financial Partners's company overview page for more information.

What is Beacon Financial Partners's most common email format?

Beacon Financial Partners employees' email format typically follows the pattern of FLast@beaconplanners.com. Trying to find reliable and up-to-date employee contact data? Find more Beacon Financial Partners email formats with LeadIQ.

How many employees does Beacon Financial Partners have currently?

Beacon Financial Partners has approximately 22 employees as of August 2026. These team members are located across 2 continents, including North America and Oceania.

Who are Beacon Financial Partners's key employees and leadership?

As of August 2026, Beacon Financial Partners's key employees include:

Partner: M. S.
Partner: B. K.
Partner: W.
Operations Manager: R. C.
Manager: J. J.

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Beacon Financial Partners Employee Directory

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