Why Work With a Fiduciary Financial Advisor

When it comes to managing your financial future, the guidance you choose can make all the difference. A fiduciary financial advisor offers unparalleled trust, transparency, and experience. At Beacon Financial Group, founded in Dallas and proudly serving clients nationwide, we are dedicated to helping you achieve financial independence through fiduciary excellence.

What Is a Fiduciary Financial Advisor?

A fiduciary financial advisor is legally and ethically bound to act in your best interests. Unlike other advisors who may recommend products or services that benefit their firm, fiduciaries provide impartial advice, focusing solely on your financial well-being.

As a fee-only financial advisor, Beacon Financial Group is free from the conflicts of interest associated with commissions or product sales. This structure allows us to prioritize one thing: your success.

Let's Talk

Why Work With an Independent Financial Advisor?

Choosing an independent financial advisor means working with someone who isn't tied to a larger institution or constrained by corporate quotas. Beacon Financial Group operates as a Registered Investment Advisor (RIA), which means we deliver customized strategies tailored to your needs, whether you're planning for retirement, growing your wealth, or managing assets.

Benefits of Partnering With Beacon Financial Group

Personalized Attention

With over 30 years of experience, our team provides tailored solutions designed to align with your goals.

Fee Transparency

As a fee-only financial advisor, our compensation is based on a percentage of the assets we manage for you-which means that our success is directly tied to yours.

Unmatched Experience

Our team includes award-winning professionals such as Brandon K. Sherbert, recognized by Barron's, Forbes, and Pensions & Investments for excellence in wealth management.

Comprehensive Services

Whether you're a small business owner, individual, or family, our advisors help you navigate complex financial decisions with confidence.

Nationwide Reach

While proudly rooted in Dallas, our fiduciary services are available to clients across the country

Key Principles of a Fiduciary Financial Advisor

Acting in Your Best Interest: Every decision we make is centered on your financial goals.
Transparent Compensation: No hidden fees or commissions—just straightforward, unbiased advice.
Ongoing Accountability: Regular reviews to keep your financial strategy responsive to changing circumstances.

Why Fiduciary Financial Advisors Stand Out

Fiduciaries differ from other financial professionals because they are:

Independent Fiduciaries: Free from the influence of external sales goals.
RIA Advisors: Registered with the SEC, adhering to rigorous compliance standards.
Focused on Asset Management: Dedicated to optimizing and preserving your wealth.

Reach Out

Frequently Asked Questions

Q What does “fiduciary” mean in financial advising?

A fiduciary is legally required to put your interests ahead of their own. This means you receive advice that prioritizes your financial well-being.

Q How is a fiduciary financial advisor compensated?

Fiduciaries, like Beacon Financial Group, operate on a fee-only model, earning fees based on the assets they manage for you rather than commissions from product sales.

Q How can I find a fiduciary financial advisor near me?

Beacon Financial Group provides fiduciary services nationwide. Whether you're in Dallas or elsewhere, our advisors are here to help you.

Beacon Financial Group

Your Advocates for Financial Independence

Discover the dedicated professionals committed to upholding the highest standards of integrity and transparency. Each of our advisors is not only knowledgeable but also a fiduciary, focused on aligning with your financial goals and interests. Swipe through to meet the individuals ready to assist you on your financial journey.

Meet Stephen Engro

With degrees from The University of Notre Dame and Duke University, Stephen Engro brings over 25 years of expertise to his role as a fiduciary at Beacon Financial Group. His dedication to upholding the highest standards of integrity and transparency makes him a trusted partner in managing your financial future. Specializing in strategic financial planning for individuals, families, and small business owners, Stephen is committed to helping clients pursue financial independence with confidence. Contact us today to learn how Stephen can guide you on your path to financial security.

Schedule a Consultation

Meet Brandon Sherbert

With over 25 years of experience, Brandon is a fiduciary who values client success and financial confidence. His dedication to serving small business owners, individuals, and families sets him apart as a reliable partner in your journey to financial independence. Contact us today to schedule a consultation and start building your financial future with confidence.

Begin Your Financial Journey

Meet Kasem Abdullah

Kasem Abdullah joined Beacon Financial Group in 2024, armed with a decade of wealth management experience. As a fiduciary, Kasem is dedicated to crafting personalized investment strategies tailored to the unique needs of each client. He specializes in complex financial scenarios, such as business and estate transactions, tax strategies, and navigating life transitions.

Reach Out Today

Meet August Payne "GUS"

August "Gus" Payne, a seasoned financial advisor with Beacon Financial Group since 2011, has spent over two decades in the industry, fueled by a passion for assisting individuals with their financial management. Starting from creating Roth IRAs for his parents at sixteen to earning a degree in Economics and Business from the University of Colorado, Gus has shown a lifelong dedication to financial guidance. As a licensed financial advisor, he adopts a personalized approach to help clients develop strategies aligned with their financial goals. Contact Gus to learn how he can support your journey toward financial independence.

Get in Touch