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Specialties
Beacon Rock Investment Consulting exists to help you prepare for your life’s significant future milestones in a «Beacon Rock Solid» way, which is designed to help you progress consistently and comfortably, without relying upon market cycles we can neither control nor predict.
Your Beacon Rock experience will involve much more than a single product or strategy. We design, implement, and monitor a complete investment plan with your success in mind every step of the way.
My services are for growing families, growing businesses, growing wealth, pre-retirement, retirement and senior concerns.
History
Established in 2009.
Adam Feik formed Beacon Rock in May 2009 after working for investment brokerage firms in Boise, Idaho, since 2002.
Adam has developed the following criteria needed to be financially deemed «Beacon Rock Solid» and has followed this strategy since opening in 2009:
1. No downside risk, meaning the strategy will never lose money.
2. Significant, forward-thinking tax advantages. (Beacon Rock does not offer tax advice, but we regard tax implications to be a major element of your financial strategy, and we are always happy to help you discuss tax saving strategies with your tax advisor).
3. Harnesses the power of compound interest to work for you instead of against you.
4. Fit. We don’t know yet which strategies will fit your situation, but we are confident we can find the right combination for you. Contact Beacon Rock today for a «fit meeting.»
Meet the Business Owner
Adam F.
Business Owner
Adam began his career as a Financial Advisor at Piper Jaffray in 2002, earning his Accredited Asset Management Specialist (AAMS) credential in the same year. In June 2006, he joined Wachovia Securities. Adam earned a Master of Business Administration (MBA) degree from Boise State University in 2002, and a bachelor degree in management (finance emphasis) from Brigham Young University in 1997. With help from many others along the way, Adam has accumulated the technical knowledge, wisdom, and experience that goes into this website, and more importantly, that goes into helping you with every aspect of preparing for your life’s most significant milestones, moments, and objectives. Adam founded his own financial consulting company, Beacon Rock, in 2009.