Beacon Pointe Advisors exists first and foremost for their advisor partners and their clients. They are a successful operating RIA, not a financial or model consolidator. Beacon Pointe Advisors offers a collaborative partnership model for advisors seeking to scale their businesses, ensure continuity for clients, or transition their practice through acquisition. The firm emphasizes its status as an advisor-focused RIA, providing operational support, growth opportunities, and a seamless succession pathway while preserving the entrepreneurial spirit of its partners.

Certainty and Succession Planning

• Succession Security: Beacon Pointe ensures retiring advisors can transition their business smoothly, with a commitment to purchasing the advisor’s remaining equity at fair market value, offering financial certainty for their exit.
• Legacy Preservation: The firm prioritizes continuity of client relationships and ensures that the values and culture of the advisor’s practice are upheld post-acquisition.

Growth and Scalability

• Operational Efficiencies: Advisors gain access to Beacon Pointe’s extensive back-office infrastructure, including compliance, marketing, technology, and financial operations, allowing them to focus more on serving clients.
• Enhanced Lead Flow: Through partnerships with leading custodians and retail referral programs, Beacon Pointe helps advisors expand their client base and grow assets under management.‍

Entrepreneurial Alignment

• Equity Ownership: Advisors maintain a significant equity stake, aligning their incentives with the long-term success of the firm.
• Collaborative Culture: Partners benefit from being part of a community of like-minded professionals focused on client-first fiduciary excellence.

Advanced Resources and Technology

• Financial Planning Tools: Advisors gain access to cutting-edge tools and resources that enhance client service and streamline portfolio management.
• Marketing and Social Media: Beacon Pointe’s in-house marketing team assists with branding, outreach, and digital campaigns tailored to advisors’ unique needs.

Advisors who join Beacon Pointe cite the firm’s ability to deliver operational support, growth opportunities, and client continuity while preserving their legacy. With its commitment to advisor autonomy and client-first fiduciary care, Beacon Pointe offers a compelling platform for advisors looking to secure their future and elevate their practice.

The firm has the Central Wealth Planning Team, which consists of estate planning attorneys who review client documents, dedicated financial planners available to support regional offices as needed, and tax planning experts.

All offices benefit from centralized compliance, HR, finance, marketing, and more to accelerate growth and to spend more time on client-facing activities

Beyond portfolio management and financial planning, Beacon Pointe provides service and expertise in qualified plans, advanced estate planning, and tax planning, and is launching tax preparation services. For estate planning, Beacon Pointe has six attorneys on staff, one of which is Commie Stevens (Chief Practice Officer), who can provide knowledge about advanced estate planning needs.

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Beacon Pointe has an internal marketing team that comes alongside each partner to help develop and execute traditional marketing strategies such as COI, event marketing, social media, and direct mail campaigns. Beacon Pointe has a strong participation in Schwab, Fidelity, and USAA custodial referral programs. Beacon Pointe will place a representative in the local market to help drive referrals.  They had a second recapitalization event in December of 2021 when KKR valued Beacon Pointe at 24.4x EBITDA. They took on KKR as a capital partner to add like-minded teams and build out their geographical footprint.

Beacon utilizes Growth Strategic Mapping to maximize staff roles and responsibilities to enrich career paths and attract top talent. Practice management is a strength of Beacon Pointe with set titles and structures that promote consistency.

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