Guiding Your Financial Journey

At Beacon Financial Group, we help successful people achieve their financial goals and live their lives to the fullest. We understand that financial decisions can feel overwhelming, which is why we’re here to provide you with a personalized financial plan and the guidance and reassurance you need to realize your dreams.

With decades of experience, our investment advisors are well-positioned to help guide our clients through a broad range of personal circumstances or market conditions. Over the years, we have seen how unexpected expenses or market moves have affected hundreds of financial plans, and we know how to adjust plans as needed to keep our clients’ goals on track.

See How We Do It

Explore Retirement with Confidence

Whether you're concerned about when to retire or you're at a financial crossroads and unsure where to turn, our dedicated team of professionals can help put you on the right path to success. As investment advisory fiduciaries, we take the time to understand your needs and what's most important to you for the long run. We'll advocate for you and help you achieve better confidence about your financial security.

View Our Process

Beacon Risk Managed Strategy

In 5 minutes, capture your risk tolerance and see if your portfolio fits you.

Take a Closer Look

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MyBeacon Custom Financial Plan

Our outstanding client service group has extensive experience with the diverse background and lifestyle needs of our clients. We conduct a thorough discovery process with each new client to understand their complete financial picture, circumstances, and goals. Then we create a comprehensive financial plan for their consideration. This process is specifically designed to help them envision their retirement and legacy planning goals - and get started on a path to achieving them.

Perhaps there are considerations or adjustments that need to be made for you to achieve your goals, or maybe you're in a better financial position than you thought. Our advisors will help you assess your situation and create a detailed roadmap to put you on track to achieve your goals. We will also make sure we've addressed any scenarios or concerns that are on your mind.

View the Full Process

Recognized for Excellence

Client Satisfaction Is Our Ultimate Goal

"Thank you Brandon, and the entire Beacon team for putting our retirement and investing anxiety to rest, working together has been such a wonderful experience."

Duane T.

"I have worked with the team at Beacon Financial for over a decade. They are smart, caring and most of all they ALWAYS put their clients first. If you need financial advice/help, then you've come to the right place!"

Steve S.

"Beacon has been a great Advisor for us! They look at every aspect of our planning and help us make great decisions."

Daniel L.

"Steve Engro and the team at Beacon have been helping our family with investment advice & financial planning assistance for over 20 years. I value their advice and our results have exceeded expectations. The entire staff is very professional, responsive and accessible."

Mike J.

"Nothing but wonderful things to say about Beacon Financial. Mr. Engro and his staff are very trustworthy, accommodating and beyond knowledgeable. Highly recommend!"

Shelli R.

"A knowledgeable team of professionals I can rely on for guidance and fiduciary responsibility."

Sharla H.

"Brandon and the entire Beacon team are professionals and an absolute pleasure to work with."

Brian C.

"My husband and I have been doing business with Beacon Financial for many years. If you are looking for a money-manager, we highly recommend Beacon. Very satisfied with outcome and their professionalism."

Beverly R.

"Gus Payne has been assisting me with retirement advice and planning for years. I could not recommend them more highly. Thank you, Gus!"

Anthony C.

"My wife and I were dissatisfied with our previous financial advisor and on the recommendation from one of our very good friends, we contacted Beacon. We are so happy they shared their secret with us!"

Bill and Pam H.

"Dedicated team who are results driven. Unparalleled customer service, value and experience."

Joseph E.

The testimonial presented is made by an individual who is a client of Beacon Financial Group and is applicable only to the individuals depicted and may not be representative of the experience of others. The testimonial is not paid, nor have the participants received any non-cash compensation, and are not indicative of future performance or success. The testimonial has been evaluated for conflicts of interest and has not been found to present any conflicts.

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Contact Beacon Financial Group

(972) 726-9888
17300 Preston Road, Suite 120
Dallas, TX 75252

For more information on the research/selection methodology go to Forbes Best-in-State Wealth Advisor Barron's Top 1200

For more information on the research/selection methodology go to Barron's Top 1200

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS or Beacon Financial Group. Beacon Financial Group is a member firm of PartnersFinancial. Beacon Financial Group is affiliated with Kestra IS and Kestra AS. Kestra IS and Kestra AS are not affiliated with PartnersFinancial. Neither Kestra IS nor its affiliates provide legal or tax advice.

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