Beacon Wealth Advisory, a state registered financial planning and investment advisory serving Overland Park, KS and surrounding communities, provides financial planning and asset management. Our mission is to help people transition into retirement with financial security. Making strong commitments to our clients and building life-long relationships are tenets of success at Beacon Wealth Advisory.
Beacon Wealth Advisory provides investors custom-tailored investment strategies to meet short and long-term needs. Our goal at Beacon Wealth Advisory is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first.
We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
We communicate with our clients through monthly newsletters to keep them up to date with cutting edge knowledge about retirement and their personal finances. We are passionate about developing long term relationships and trust with the clients that we serve! Give us a call at 1-800-994-8993 to schedule a time to meet with Jenna Cairns today.
*Insurance offered through affiliated company, Beacon Wealth Services.