Get to Know Us
Your Financial Partner for Life’s Most Important Decisions
For over 30 years, Beacon Group has helped individuals and families in Columbia, SC plan confidently for retirement — with personalized guidance, fiduciary integrity, and a deep commitment to lifelong client relationships.
Why Clients Trust Beacon Group
At Beacon Group, we believe that financial planning isn’t just about charts and projections — it’s about people. That’s why we take the time to listen first, understand your goals, and then tailor strategies that align with your vision for the future. Since 1990, our Midlands-based firm has helped families navigate the complex journey to and through retirement. We’re independent fiduciaries, which means our advice is always in your best interest — not influenced by commissions or proprietary products. With over 60 years of combined experience across financial planning, investment management, tax strategy, and retirement income planning, we provide the depth of insight and the personal attention that our clients deserve. Whether you're just starting to plan for retirement or already living it, we're here to be your financial compass — for today, tomorrow, and all the years ahead.
We're here to help.
Whether you’re five years from retirement or already enjoying your post-career life, there’s never a wrong time to get clear on your financial future. We are here to listen, answer your questions, and provide expert guidance — with no pressure, no obligation, and always with your best interest in mind.
Leadership with Heart
Meet the Beacon Partners
Experience That Guides. Relationships That Last.
Beacon Group brings deep knowledge, professional credentials, and a genuine passion for helping clients succeed. We believe in long-term relationships, not transactions. With us, you don’t just get a plan — you get a partner.
What Sets Us Apart
The Beacon Group Difference
A Fiduciary Standard
As fiduciaries, we’re legally and ethically obligated to put your interests first, every step of the way.
Local Roots, Deep Relationships
We’re proud to serve Columbia, Lexington, Irmo, Chapin, Blythewood, and surrounding communities — building lifelong client relationships.
Personalized, Holistic Planning
No cookie-cutter plans here. We deliver customized strategies that reflect your full financial picture and unique goals.
Accessible and Attentive
Call our office — you’ll get a real person, not a robot. We prioritize responsiveness and clear communication.
Education-First Philosophy
We believe informed clients make confident decisions, so we offer guidance, not jargon — and always explain the “why.”
