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Beacon Pointe
Financial Services
Newport Beach, California 6,496 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.
- 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, California
- 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, and Employee Sponsored Retirement Plan
Locations
Employees at Beacon Pointe
Updates
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We had an incredible turnout at our recent Financial Planning Symposium in Cherry Creek, Colorado. Over 70 Beacon Pointe team members gathered from across the country, to dive into the latest developments in tax and financial planning. Thanks to our thought-leadership industry speakers like Jeffrey Levine, our advisors are feeling well-prepared and committed to helping our clients navigate their unique financial plans.
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Our Beacon Pointe President, Matt Cooper, is on a roll! In another must-listen episode of Barron's Advisor podcast with Steve Sanduski, CFP®, Matt dives into how private equity reshapes ownership for entrepreneurs, the importance of organic growth in M&A evaluations, and the motivating factors that drive Beacon Pointe. Tune in for an insightful conversation!
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Big news! Beacon Pointe is honored to be recognized by Financial Advisor Magazine in their annual RIA rankings, earning acknowledgment as a 2024 Top 50 Fastest Growing and Top 20 RIA! https://lnkd.in/giEraN2b
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Join us and Beacon Pointe CEO Shannon Eusey as we applaud our USA water polo partner Maddie Musselman and #TeamUSA on their incredible Olympic journey! Their collective resilience in and out of the pool inspires us all, and we are so proud of everything they’ve achieved. 🇺🇸 We also congratulate the men's and women's USA Volleyball teams for their well-deserved victories! 👏 #ParisOlympics #MoreThanSport #OlympicSpirit
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While market volatility can cause distractions and fears—especially in an election year—it also presents an opportunity for strategic growth by staying focused and informed. 'The economy, inflation, the Federal Reserve, and corporate profits are the key factors that shape our approach as investors,' shares Beacon Pointe CIO, Michael Dow, CPA, CFA, CAIA. Discover more market insights in our 3Q2024 ‘Macro & Markets’ live event replay, where we share our economic projections, analyses, and more... https://lnkd.in/gCcSvEuP
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Celebrate National Financial Awareness Day like an Olympian! Just as Olympic athletes plan their training to reach peak performance, your financial planning deserves the same champion-level dedication. At Beacon Pointe, we’re committed to helping you build and protect your financial future. An estate plan is a great place to start – it’s a crucial step that secures your family’s peace of mind and paves the way for a triumphant financial legacy. https://lnkd.in/gK48Fyqb
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Our Downtown Denver office proudly supports students like Reagan achieve their academic and professional goals. Congratulations, Reagan, on this well-deserved recognition!
Congratulations, Reagan Mungazi, winner of the Beacon Pointe Advisors Scholarship! Reagan is a senior at Metropolitan State University of Denver, where our Downtown Denver Beacon Pointe office houses a scholarship fund to aid students in obtaining a degree in Finance.
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As the November #election approaches with the presidential candidates now officially named, it’s key for long-term investors to remember that the direct impact of elections on investments is often limited, primarily influencing short-term market volatility. Discover insights from our Investment Research Team on recent market trends and other influential factors in this month's edition of 'Pointe of View.' https://lnkd.in/gMTPKhp6
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Join Beacon Pointe President Matt Cooper at the DeVoe & Company M&A Succession Summit this September in San Francisco, CA! Don’t miss this opportunity to gain insights and actionable advice on how RIA owners can enhance and prepare their businesses for a successful transition.
Join us to hear David Barton of Mercer Advisors, Matt Cooper of Beacon Pointe and Michael LaMena of Wealthspire Advisors provide critical insights into the key value drivers of an #RIA. This all-star panel will share tangible advice on the basics of preparing your firm for a transition, and what you can do today to optimize the health - and valuation - of your firm tomorrow. Learn more: https://lnkd.in/g87RQvbX #DevoeMASummit24
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