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Beacon Investment Advisors LLC

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Beacon Investment Advisors LLC

Overview:

Who we are:

Beacon Investment Advisors LLC is a Registered Investment Advisory firm located in Gaithersburg, Maryland. Our principal member is Cornell P. Abod, a licensed CPA in private practice.
What we do:

We are an independent, fee-only, portfolio management and financial planning firm. On a discretionary basis, we manage portfolios primarily for individuals, couples, and retirement/pension plans. To address specific investment and financial planning issues for our clients, we draw from the experience of our principal - a CPA Tax Expert and Financial Advisor. We also utilize the expertise of outside estate planning attorneys and insurance consultants.

How we are paid:

Beacon's compensation consists solely of the fee we receive for asset management and/or hourly consultations. We do not act as brokers, investment bankers, underwriters or insurance agents. This means that we are not "product" driven. Eliminating the traditional commissions from such sources aligns our interests squarely with those of our clients.

Why we are different:

   Fiduciary Responsibility: We have a fiduciary responsibility to our clients to construct and manage a prudent investment process. Brokers (however they describe themselves), bankers, and insurance agents are not held to the same legal standard.
   Independent: We work for only our clients. Our loyalties are with those who hire our firm.
   Fee-Only: We do not "push" products. Our firm's compensation consists solely of the fee we receive for asset management.
   Financial planning: Developed by a Certified Public Accountant, estate planning attorney and insurance consultant to meet your specific needs.
   Fundamental research: Performed "in-house" to free us from conflicts of interest.
   Tax efficient portfolio management.
   One team, with a complete strategy to manage all your investment, tax and financial planning needs.

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