Beacon Wealth Advisors, Llc

Beacon Wealth Advisors was founded by Daniel Wallach and Jonathan Stearns. Together they have over 30 years of experience helping their client's work toward their financial goals and dreams. Jon and Dan joined forces to leverage each others strengths, and to build a team of professionals dedicated to providing world class financial advice, client service and customized solutions. Joe Walsh joined Jon and Dan in 2016 as a firm partner. Joe has been in the financial industry for over 25 years, and his areas of expertise include goal, time, and risk-based investment management, retirement income planning and holistic financial planning. Prior to joining Beacon Wealth, Joe’s career was spent as a Senior Vice President at Fidelity Investments. Beacon Wealth provides a variety of fee based financial services including Planning, Investment Management, Corporate Benefit Plans, Consulting, and Insurance services to a select group of families and success driven entrepreneur's throughout the country. Daniel and Jonathan are both LPL Registered Principals. Dan and Joe are both CERTIFIED FINANCIAL PLANNERS ™ Third party posts found on this profile do not reflect the views of Beacon Wealth Advisors or LPL Financial, and have not been reviewed by LPL Financial as to accuracy and completeness. Securities and Advisory Services Offered Through LPL Financial, A Registered Investment Advisor. Member FINRA / SIPC Jonathan Stearns is only able to conduct securities business in the following states: MA, NY, CT, RI, CA, MI, AZ, FL, NJ, TX, Daniel R. Wallach is securities registered in AR, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MT, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TX, VA, VT, WA, WI; Phillip R. Perry is securities registered in MA, FL; and Joe Walsh is securities registered in AR, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MT, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TX, VA, VT, WA, WI