About Beacon Pointe Advisors
Beacon Pointe Advisors is a financial services firm that goes beyond just money management. They are dedicated to guiding clients through life's big financial decisions, providing expertise and personalized attention. The team is known for their patience, understanding, and commitment to ensuring clients feel confident and secure in their financial plans. Clients praise the firm's compassionate approach, noting that the advisors take the time to thoroughly understand each individual's needs and goals. One client shared that their advisor, Dylan, maintained regular contact throughout the year and diligently addressed all of their questions, running multiple scenarios to help them reach a decision. The firm's services extend beyond investment management, with offerings in areas like insurance, estate planning, and retirement planning. Clients consistently express their satisfaction with Beacon Pointe's holistic, client-focused approach, stating that they wouldn't trust their financial affairs to anyone else.
I’m with Beacon Pointe because of one reason, Dylan MacDonald.
I have had very reputable financial advisors in the past, and I firmly attest, that not one of them offered the level of service and personal attention that Dylan maintains with me all year long. That’s right…all year!
When I decided to fully retire, Dylan and his team held multiple meetings among themselves, and with me, to review my projected financial success. Each meeting I had with Dylan was a perfect example of tremendous patience and understanding. I asked his team to run the numbers depicting several different scenarios in regard to my portfolio. I asked the same questions...read full review
Dylan has demonstrated an excellent understanding of my financial needs and goals and he delivers his advice with these clearly in mind. I have complete confidence in Dylan and his professional abilities and I have always found his advice to be clear, relevant and prudent.
I am very grateful for the opportunity that Beacon Pointe provided me this summer. I learned a lot from their team and the experience provided me with good insights on my own future.