We’re delighted to share our 2023 Positive Impact Report with you! As faith-based investors we want to make a positive impact on our neighbors by investing in companies whose goods and services create value for consumers and communities, demonstrate care for creation, and who treat their employees, suppliers, and others with dignity and respect. The…
Beacon Wealth Consultants Announces Relationship with CFD Investments to Provide Faith-based Investing Portfolios Roanoke, VA – April 25, 2023 Beacon Wealth Consultants, a wealth management and asset manager committed to biblically responsible investing for over 25 years, is pleased to announce a new relationship with CFD Investments, Inc. The relationship allows CFD advisors to use…
Roanoke, VA – December 12, 2022 LightPoint™ Portfolio Solutions (“LightPoint”), an asset manager committed to biblically responsible investing for over 25 years, is pleased to announce that it is one of three winners of the 2022 Best GIPS® Policies and Procedures Contest. The Best GIPS® Policies and Procedures Contest is sponsored by The Spaulding Group,…
Beacon Wealth Consultants Announce New Director of Advisory Services Roanoke, VA, October 18, 2022 – Beacon Wealth Consultants, a wealth management company committed to faith-based investing, is pleased to announce that Jake Preston, CFP® has accepted the role of Director of Advisory Services. Preston interned with Beacon Wealth for two years while studying financial planning…
Roanoke, VA, 4/19/2022 — Beacon Wealth Consultants, a wealth management company committed to faith-based investing for over 20 years, is pleased to announce its sponsorship of the Christian Medical & Dental Associations® (CMDA) National Convention in Indianapolis. The National Convention brings together Christian healthcare professionals from across the country for several days of learning, fellowship,…
Roanoke, VA – February 3, 2022 LightPoint™ Portfolio Solutions (“LightPoint”), an asset manager committed to biblically responsible investing for over 20 years, is pleased to announce that two of the firm’s faith-based portfolios received an Overall Morningstar Rating™ of 4 stars. The LightPoint Aggressive Mutual Fund/ETF Portfolio received an Overall Morningstar Rating™ of 4 stars…
Roanoke, VA — August 10, 2020. Beacon Wealth Consultants, Inc. is pleased to announce that their LightPoint™ Portfolios MF/ETF Aggressive strategy has earned an Overall Morningstar™ Rating of 4 stars out of 109 separate accounts in the Asset Allocation – 85%+ Equity category for the period ending June 30, 2020. The LightPoint™ Aggressive MF/ETF strategy…
ROANOKE, Va., Aug. 28, 2018 /PRNewswire/ — Beacon Wealth Consultants today introduced LightPoint Portfolio Solutions™. These turn-key, risk-based portfolios are the most comprehensive suite of Biblically Responsible Investments (BRI) available for wealth advisors. “We’re very excited to offer independent advisors a turn-key solution for implementing Biblically Responsible Investing,” said Cassandra Laymon, President of Beacon Wealth. “This…
Roanoke, Virginia – September 1, 2017 – Hillary Sunderland joined the Beacon Wealth Consultants, Inc. team as Chief Investment Officer in our State College, PA office on September 1, 2017. In her role as Chief Investment Officer, Hillary Sunderland, a Chartered Financial Analyst (CFA), will take over portfolio management duties for Beacon Wealth Consultants’ LightPoint…
Biblically Responsible Investing Firm Continues to Grow Roanoke, Virginia – May 23, 2017 – Jerry McMillan joined the Beacon Wealth Consultants, Inc. team as a Wealth Advisor in April in the Roanoke, VA area. Although new to Beacon, he is not new to the industry. He has over 25 years of experience serving the financial…