Your Trusted Financial Advisor in Columbia, SC
Secure your future with expert guidance.
OUR COMMITMENT
Personalized Financial Planning
At Beacon Group, we specialize in helping individuals of all ages in Columbia, Lexington, Irmo, Chapin, and Blythewood plan for a secure retirement. With over 30 years of experience, our fiduciary financial advisors create tailored plans to meet your unique goals, from retirement goals to legacy planning.
BEACON GROUP
Our fee-based approach ensures transparency, and our integration with eMoney provides clear, visual insights into your financial future. Let us guide you with a personal touch, answering your calls directly and prioritizing your needs.
We’re here to simplify your financial journey.
Contact our Columbia, SC, team today.
Financial
Planning
Our comprehensive financial planning services in Columbia, SC, help you navigate life’s financial complexities. We create custom strategies to align with your goals, from saving for a second home to funding education for grandchildren.
Retirement
Income Planning
We design sustainable income streams to support your lifestyle. We specialize in Social Security maximization, 401(k) rollovers, and tax-efficient withdrawal strategies to ensure your funds last.
Investment
Management
Our goals-based investment management aligns your portfolio with your risk tolerance and objectives. As trusted investment advisors in Columbia, SC, we focus on long-term growth and stability to secure your financial future.
Tax & Insurance Planning
We coordinate with your tax and legal advisors to protect your assets and ensure your wishes are honored. We integrate legacy planning and charitable giving into your financial plan for peace of mind.
College Funding
At Beacon Group, we offer personalized planning to cover education expenses for children or grandchildren. It's never too early to start saving for these needs.
WHY CHOOSE US
Why Beacon Group Stands Out
1
As a Fiduciary, We Put You First
Our fee-based financial advisors act in your best interest, offering unbiased advice.
2
Deep
Local Expertise
Serving Columbia, Lexington, Irmo, Chapin, and Blythewood, we understand South Carolina’s financial landscape.
3
Advanced
Planning Tools
We use eMoney to deliver clear, actionable financial plans tailored to your needs.
BY THE NUMBERS
Beacon Group’s Impact
30+
years of experience
3
generations served
100%
fiduciary commitment
GET TO KNOW US
Meet the Beacon Group
Located in the heart of Columbia, SC, we are dedicated to making financial planning accessible and personal. Learn more about our experienced advisors and how we can help you achieve your dreams.
Locations
Proudly Serving Columbia and Surrounding Communities
From our office in Columbia, SC, we work closely with clients across Lexington, Irmo, Chapin, Blythewood, Forest Acres, and Cayce — offering personalized financial planning and retirement guidance tailored to each community.
INSIGHTS
Explore Our Financial Resources
Stay informed with our expert insights on retirement planning, Social Security, and wealth management tailored for South Carolina residents. Our Insights offer practical tips to help you achieve a secure financial future.
