Beacon Wealth Consultants, Inc.
Financial Services
Roanoke, Virginia 1,681 followers
Building Your Dreams, Preserving Your Values through Biblically Responsible Investing
About us
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.
- Website
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http://www.beaconwealth.com
External link for Beacon Wealth Consultants, Inc.
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Roanoke, Virginia
- Type
- Privately Held
- Founded
- 1997
- Specialties
- The Vision Clarifier - Discover Your Treasure!, LightPoint Portfolio Solutions - Biblically Responsible Investing (BRI), and The True Wealth Solution - Values-based financial planning
Locations
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Primary
Get directions
324 Washington Ave SW
Roanoke, Virginia 24016, US
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114 Pennsylvania Ave.
Winter Garden, FL 34787, US
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19 Colonnade Way
State College, Pennsylvania 16803, US
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13295 Booker T Washington Hwy
Hardy, Virginia 24101, US
Employees at Beacon Wealth Consultants, Inc.
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Cassandra Laymon
Helping business owners plan for the future while preserving their faith values
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Kirk Hobart, MBA, CFP®, CKA®
Faith driven investing solutions for people, retirement plans & nonprofits.
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Dennis Gillard CPA, PFS, CKA
Wealth Consultant at Beacon Wealth Consultants, Inc.
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Kimberly Jenkins
Portfolio Manager at Beacon Wealth Consultants & LightPoint Portfolio Solutions
Updates
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What a way to kick off the first day of the FCCI Conference! We started morning worship with a message from Dr. Richard Blackaby, followed by an energizing presentation by Jordan Raynor who gave us insight into two new books: The Sacredness of Secular Work and a new children's book The Royal in You. We had a surprise ending to the night with stand up comedian Andrew Stanley. What a treat! #FCCI #BeaconWealth #Kingdomk #IC2024
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Looking forward to connecting! #FCCI #BeaconWealth #conference #Kingdomk #IC2024
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Let’s Grow Together! #FCCI #BeaconWealth #conference #KingdomK #IC2024
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Let’s Grow Together! #FCCI #BeaconWealth #conference #KingdomK #IC2024
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Happy birthday Jerry L. McMillan, AIF® FPQP® CKA®! We hope you have a great day celebrating and an even better year ahead! We're blessed to have you on our team! "For we are God’s handiwork, created in Christ Jesus to do good works, which God prepared in advance for us to do." - Ephesians 2:10
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We’re headed to the FCCI (Fellowship of Companies for Christ International) Conference! #FCCI #BeaconWealth #conference #Kingdomk
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Two words: work and worship. Can they mean the same thing? The Old Testament writers thought so. When we think of "work", "worship", or "serve" our minds usually conjure up different activities. It may interest you that in ancient Hebrew the same words mean work, worship and service. Avad is the verb (to work, to serve, to worship) and avodah is the noun (work, service, worship). While we assign different concepts to these words, the ancient Hebrews weaved these three concepts of work, worship, and service together. #work #worship #christianbusiness #faithbasedinvesting
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Congratulations to our favorite pug, Smuckers and his best friends Hillary Sunderland, CFA, CKA and Michael Sunderland, CRPS! See photo 2 below...awww! Do you have a furry co-worker? Post a photo in the comments! #BestPawForward Redtail Technology
Say 👋 to August's winners of our #BestPawForward Photo Challenge... 🥁👀 Congratulations to Lila, Smuckers, and Stanley! (And their paw parents, too.) 🐾 Don't forget to submit your best pal via social media for a chance to see them splashed across our login screen next month! Here's how 👉 https://bit.ly/3J59LZV P.S. Don't worry, your best bud may still be seen on social media. We're posting new 📸 of your furry friends every Friday!
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Wonderful seeing our friends from Stories Marketing at the Care Net conference! What a blessing spending three days with other #proabundantlife Believers! #carecon24 #carenet
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