Financial Advisors in Lexington SC You Can Count On
If you live in Lexington SC and want personalized retirement planning, our local team is here to help you move forward with confidence.
OUR COMMITMENT
Personalized Financial Planning
Our Lexington office serves families and individuals who want personalized, goal-driven financial guidance from advisors who know the area and understand your priorities.
BEACON GROUP
Whether you're near Lake Murray or downtown Lexington, our team brings decades of experience helping locals retire confidently and manage wealth wisely.
We’re here to simplify your financial journey.
Contact our Columbia, SC, team today.
Financial
Planning
We offer Lexington residents a personalized financial planning experience, helping you align your money with your life goals and retirement vision.
Retirement
Income Planning
In Lexington SC, we help you turn your savings into reliable retirement income that supports your lifestyle and adapts as your needs change.
Investment
Management
Lexington clients trust us to manage investments with care, using diversified strategies that match your timeline, risk tolerance, and goals.
Tax & Insurance Planning
We help Lexington clients uncover tax efficiencies and ensure proper insurance coverage to protect your wealth now and in retirement.
College Funding
We help Lexington families plan ahead for college expenses with savings strategies that balance education goals with retirement readiness.
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
4
generations served
100%
fiduciary commitment
GET TO KNOW US
Meet the Beacon Group Team
Though based in Columbia, our team proudly serves Lexington clients with personalized attention and financial strategies that support your goals.
RETIREMENT INSIGHTS
Explore Our Financial Resources
