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Who We Are

30 Years of Personalized Service

Client Centered

Since 1990 Beacon Group has helped light the way for clients along their financial journey. Based in Columbia, South Carolina we serve clients in and around the Forest Acres area and throughout the Midlands.

The Beacon Experience

Our clients become part of our Beacon family. As an independent financial practice, we are free to choose from any product or line of services available on the market that would suit your individual situation.  The independence is what sets us apart from other major financial firms.  We invest the time to understand each and every client, then do our part drawing on our knowledge and experience to design a plan that is uniquely yours.  Our history speaks for itself; we are especially proud to serve three generations of clients. Children who visited us with their parents as toddlers are now working with us on their own financial futures.  Clients who came to our firm wondering when they could retire are now enjoying a successful retirement.  We appreciate the opportunity to celebrate milestones with our clients - things like births, graduations, weddings, retirement, and golden anniversaries.  It is a privilege to do life together

We look forward to strengthening our existing relationships and are excited about the opportunity to welcome new members to our Beacon family.  

Meet the Advisors

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