Beacon Wealth Advisors

Brookline, United States

5

Closed now

6 reviews

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Telephone:
+1 617-731-1099
Website:
www.beaconwealthllc.com
Address:
1330 Beacon St Ste 355A, Brookline, MA, 02446
Coolidge Corner
Nearby public transportation stops & stations:
180 ftCoolidge Corner
200 ftCoolidge Corner - Outbound
240 ftCoolidge Corner - Inbound
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Today

Today 8:00 am – 7:00 pm
Closed now
Local time (Brookline) 04:50 Monday, 23 June 2025

Business hours

Monday 8:00 am – 7:00 pm
Tuesday 8:00 am – 7:00 pm
Wednesday 8:00 am – 7:00 pm
Thursday 8:00 am – 7:00 pm
Friday 8:00 am – 7:00 pm
Saturday –
Sunday –

Description

Specialties

Our purpose is to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth.

Our firm is positioned to cater to your financial needs. As your trusted financial partner, we will provide you unbiased investment guidance and financial planning to help you manage your wealth and make sound financial decisions.

Our team provides Financial Planning, Investment Management, Corporate Benefit Plans, Insurance, and Fee-​Only Financial Consulting services to a select group of families, Corporations, and success-​driven entrepreneurs throughout the country.

The LPL Financial Registered Representatives associated with this site may only discuss and/​or transact securities business with residents of the following states: AZ, MA, CA, CT, FL, RI, NH, NY, NJ

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA​.org /​SIPC​.org

Third party posts found on this profile do not reflect the views of Beacon Wealth Advisors, LLC or LPL Financial and have not been reviewed by Beacon Wealth Advisors, LLC or LPL Financial as to accuracy and completeness.

We do not have any control over 3rd party posts found on this website, nor do we solicit 3rd party posts on this website.

History

Established in 2014.

Beacon Wealth Advisors, LLC was founded by Daniel Wallach and Jonathan Stearns. Together they have over 20 years of experience helping their client’s work toward their financial goals and dreams.

Jonathan and Daniel joined forces to leverage each others strengths, and to build a team of professionals dedicated to providing world class unbiased financial advice, client service and customized plans.

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6 reviews of Beacon Wealth Advisors

No registration required
Place rating: 5
Boston, MA
Jonathan was so helpful. I highly recommend him as he is friendly, and honest. He really goes out of his way to make sure you have a plan and feel confident about it.
Place rating: 5
Marlborough, MA
Jonathan and team are extremely knowledgeable and helpful. My wife and I were saving to purchase our first home and contacted Beacon Wealth for some financial planning advice. Jonathan took the time to listen and understand our situation thoroughly before offering any advice. He put together a package that worked perfectly for our situation and took the time to explain all of our options. We look forward to continuing to work with Jonathan!
Place rating: 5
Plano, TX
Financial consulting is complicated. I mean who wants to learn about investments and who has the time to learn? Jon is very good at what he does. He will take the time to explain things to you. He is a friendly honest person that will not mislead you. I have known him for several years now and trust him 100%. He has a great demeanor about him and is always smiling even if its raining. He is optimistic and enjoys working with various types of people. His knowledge of his products is vast and I look forward to working with him in the future.
Place rating: 5
Plano, TX
Jonathan is an excellent advisor. I am not as familiar with the financial industry as I would like to be and Jonathan was able to not only put me at ease but also explain the different account options I had on a level that I could understand. When we first sat down I was struck by his honesty. It was refreshing and comforting to see someone speak freely of just your needs rather than trying to go at an angle that would work best for them. He is both extremely professional and easy going. I completely trust and value his opinions. I would highly recommend anyone seeking financial guidance meet with Jonathan. He makes you feel like your account is as important as if it were his own.
Place rating: 5
Brookline, MA
Jonathan is a great resource, very knowledgeable and dependable. I have a a background in the financial industry, and when my mother retired and wanted someone to look after her investments, I recommended him. He is easy to work with and puts his clients first. It is quite literally, his name on the company’s letterhead, and so makes sure his clients succeed at their goals.
Place rating: 5
North Reading, MA
I have been working with Jonathan Stearns for a few months now, and it has truly been a pleasure. In a world where people are usually out for their own interests, Jonathan makes it very apparent that he genuinely cares about you and your future. In a relaxed atmosphere, Jonathan will give you his well researched, professional opinion on any aspect of your financial situation. He has the ability to keep things simple if you are new to the financial world, or he is willing to get technical if you desire a more thorough analysis. Either way, he never rushes you and makes sure you are comfortable with any decisions before moving forward. I highly recommend trusting Jonathan with your financial needs; I sleep very well at night.