Trusted advice makes all the difference… Hear firsthand from our clients about the exceptional service and holistic client-first financial planning approach of Beacon Pointe Wealth Advisor, Liam Powell, CFP® CRPS®. https://lnkd.in/gi3X_5fT
Beacon Pointe
Financial Services
Newport Beach, CA 10,314 followers
An independent advisory firm dedicated to providing clients with objective, thoughtful investment & financial guidance.
About us
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals, and families. We provide full-service financial planning and research driven investments, allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. This page, and any associated posts, have been provided for informational purposes only and should not be considered as investment advice or as a recommendation. *We will never solicit money, investment instructions, or personal information via direct message (DM).
- Website
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http://www.beaconpointe.com
External link for Beacon Pointe
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Newport Beach, CA
- Type
- Privately Held
- Founded
- 2002
- Specialties
- Wealth Management and Consulting, Performance Measurement and Asset Allocation, Investment Policy Review and Design, Investment Manager/Fund Structure, Investment Manager Search, Institutional Consulting, Retirement Plan Services, Employee Sponsored Retirement Plan, Financial Planning, Retirement Planning, Estate Planning, Strategic Tax Planning, Healthcare Planning, Investment Management, Family Office Services, and Private Foundations
Locations
Employees at Beacon Pointe
Updates
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We’re proud to welcome organizations that align with our commitment to delivering exceptional allWEALTH® service, fostering meaningful client relationships, and raising the standard of personalized wealth management. We appreciate Real Assets Adviser for recognizing this exciting milestone alongside Financially In Tune.
Beacon Pointe Advisors welcomes Financially in Tune, a female-founded wealth management firm based in Stoneham, MA, reinforcing its growing presence across the East Coast. Beacon Pointe now advises on approximately $63 billion in assets, bolstered by its allWEALTH® solutions platform. https://lnkd.in/eNBQ5RcC
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Beacon Pointe is pleased to welcome Financially In Tune, marking another step forward in our strategic expansion across the East Coast. The female-founded firm based in Stoneham, MA brings deep expertise in serving high-net-worth individuals and families, helping clients at all stages of life achieve their financial goals. Together, we significantly strengthen our ability to deliver comprehensive, tailored guidance aligned with the evolving needs of today’s investors. https://lnkd.in/g7FXjzct
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We’re proud to share that, for 2026, our Beacon Pointe Institutional Consulting Group has once again been named to the Barron's Advisor Top 100 Institutional Consulting Teams list. This recognition reflects the collaborative work of our consultants across the country and the enduring relationships we’ve built with foundations, endowments, nonprofits, and other mission-driven organizations. We’re honored to support our clients and the meaningful missions they advance every day. https://lnkd.in/g5w-awdu
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Amid persistent inflation, evolving Federal Reserve leadership, and shifting economic conditions, markets remain complex, highlighting the importance of a disciplined approach to portfolio positioning… In our Q2 ‘Macro & Markets’ briefing, Beacon Pointe CIO Michael Dow, CPA, CFA, CAIA, Deputy CIO Julien Frazzo, and Senior Associate of Investment Research Nicholas Colletta, CFA, FRM, CAIA share perspectives on key trends, market dynamics, and geopolitical factors that are shaping the broader macroeconomic landscape. https://lnkd.in/gXqYyeuE
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Sunset, Sushi & Strategy—bringing together well-crafted ideas, perfectly rolled insights, and even better company… Hosted by our Beacon Pointe Women’s Advisory Institute, the evening featured thoughtful insights from our Newport Beach Wealth Advisors Julie Johnson, CDFA®, Cindy Randolph, CFP®, CPA, and Director of Financial Planning, Andrew Hoang, CFP®, CDFA, and was centered on meaningful dialogue, shared experiences, and a forward-looking approach to supporting women and their wealth. Thank you to our guests and to our presenters for making it such a special gathering.
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The #Fed continues to take a “wait-and-see” approach as geopolitical tensions in the Middle East remain a source of uncertainty. While policymakers signaled they won’t shift course unless energy prices create broader inflation pressures, recent divisions among Fed officials suggest the outlook for interest rates is still evolving. Simultaneously, markets rebounded in April as investors looked past the Iran conflict and focused on resilient earnings, renewed AI momentum, and signs of progress toward a ceasefire. The result was broad-based gains across many asset classes and a stronger backdrop for risk assets heading into month-end. Read our latest ‘Pointe of View’ to see what this could mean for your portfolio. https://lnkd.in/gKyAPh5p
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A meaningful recognition of the leadership and perspective our Beacon Pointe CIO, Michael Dow, CFA, CAIA, brings to our investment team each day. We’re proud to see his impact acknowledged within the private wealth industry by Markets Group.
Join us in congratulating Michael Dow, CPA, CFA, CAIA of Beacon Pointe Advisors for being named to The 2026 Elite Private Wealth CIOs. This list recognizes outstanding Chief Investment Officers from independent registered investment advisors (RIAs) across North America. 💥 Learn more: https://hubs.li/Q042B4jB0 #MarketsGroupElitePW #FinancialServices #PrivateWealth #ChiefInvestmentOfficer
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Confidence with money starts with understanding the basics. Our Foundations of Finance course returns this summer for its seventh year, offering a free, on-demand introduction to financial planning, investing, and the broader economic landscape. Participants will also learn how working with a Beacon Pointe advisor can help bring structure and clarity to their financial goals. Ideal for students, young professionals, or anyone seeking a refresher—available anytime, at your own pace: https://lnkd.in/g3FZzNva
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