Beacon Financial Advisors

At Beacon Financial Advisors, we are dedicated to helping entrepreneurs and executives navigate complex financial decisions with confidence. As an independent Registered Investment Advisor, we pride ourselves on our integrity, acumen, and the personal attention we provide our clients. Our team, led by a father-son duo, has years of experience in financial planning, investment analysis, and corporate benefits management. We take the time to understand our clients' unique needs and goals, providing tailored advice based on their best interests, not influenced by external incentives.

Our Services

We offer a wide range of services designed to address the specific needs of entrepreneurs and executives. For entrepreneurs, we help mitigate risk, develop and implement strategies to save for retirement, and structure estate and succession plans. For executives, we assist in understanding and managing a career's worth of retirement plans, stock options, and corporate benefits, serving as a personal Chief Financial Officer. Our expertise spans from financial planning to investment management, ensuring that our clients have a comprehensive strategy in place for their financial future.

Meet Our Team

Our team is comprised of experienced professionals dedicated to serving our clients. Ron Robins, our founder, has over 28 years of experience in personal financial planning, while his son Jamie, our President, brings significant expertise in investment analysis and financial markets. Debra Lerner, responsible for day-to-day operations, has worked in various aspects of the financial services industry for over 30 years. Together, we form a strong foundation for guiding our clients through their financial journey.