Associated tags: Barron's, CNBC, Financial Advisor (magazine), Bloomberg, Surveying, Financial adviser, RIA, Culture, Certification, Partner, CFP, MBA
Locations: CALIFORNIA, KEENEY, MARYLAND, BALTIMORE
NEWPORT BEACH, Calif., March 5, 2024 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") announces its latest partnership with Keeney Financial Group ("KFG" or "Keeney Financial"). This is Beacon Pointe's first M&A transaction in the mid-Atlantic region and in the state of Maryland. Located in Columbia, Maryland, KFG comes to Beacon Pointe with approximately $560 million in client assets under management and a team of ten talented individuals, including KFG president and founder John Keeney, five wealth advisors and financial planners, and four operational and client service professional staff members.
Key Points:
- $560M Keeney Financial Group in Columbia, Maryland, Joins Beacon Pointe Advisors
NEWPORT BEACH, Calif., March 5, 2024 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") announces its latest partnership with Keeney Financial Group ("KFG" or "Keeney Financial").
- This is Beacon Pointe's first M&A transaction in the mid-Atlantic region and in the state of Maryland.
- We're excited to support them and have them represent Beacon Pointe in the region," shares Beacon Pointe President Matt Cooper.
- Matt Cooper and Shannon Eusey from Beacon Pointe and John Keeney of Keeney Financial Group are available for interviews upon request.
Retrieved on:
Thursday, October 19, 2023
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San Francisco Bay Area NEWPORT BEACH, Calif., Oct. 19, 2023 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") unveils two additional new acquisitions in the third quarter of 2023. A combined $940 million in assets under management (AUM), Private Capital Management (~$240M AUM), and the Reed Finney Team (~$700M AUM) coming from Bleakley Financial are the latest partners to join the Beacon Pointe team.
Key Points:
- NEWPORT BEACH, Calif., Oct. 19, 2023 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") unveils two additional new acquisitions in the third quarter of 2023.
- Joe Ramos, CFP®, Beacon Pointe Managing Director, Partner, and former PCM principal, shares, "Partnering with Beacon Pointe was a natural choice for us.
- This will be the third Beacon Pointe office in the tri-state area, followed by Beacon Pointe's office partnership in Summit, NJ , and the recent Beacon Pointe New York partnership news .
- Both teams bring incredible talent and wonderful people to Beacon Pointe, and we could not be more excited," shares Beacon Pointe CEO Shannon Eusey and President Matt Cooper.
Retrieved on:
Tuesday, October 17, 2023
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Thunderbird NEWPORT BEACH, Calif., Oct. 17, 2023 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") has completed its first wirehouse breakaway team integration with Russell Crow and William (Billy) Diehl, both formerly Managing Directors at UBS Private Wealth Management in Dallas, TX, who have joined Beacon Pointe Advisors.
Key Points:
- NEWPORT BEACH, Calif., Oct. 17, 2023 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") has completed its first wirehouse breakaway team integration with Russell Crow and William (Billy) Diehl, both formerly Managing Directors at UBS Private Wealth Management in Dallas, TX, who have joined Beacon Pointe Advisors.
- Their decision to join Beacon Pointe was driven primarily due to the fiduciary environment of Beacon Pointe combined with the ability to provide clients with a robust and holistic investment platform and a family office service experience.
- "The depth of experience and professionalism from this team is a great compliment to Beacon Pointe.
- We are thrilled to have them as part of the Beacon Pointe family," shares Shannon Eusey, CEO of Beacon Pointe Advisors.
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Nursing GREENSBORO, N.C. and DURHAM, N.C., May 9, 2023 /PRNewswire/ -- Beacon Pointe Advisors is thrilled to announce that Jennifer (Jenny) McCosley CFP®, CAP®, has joined our advisory team.
Key Points:
- GREENSBORO, N.C. and DURHAM, N.C., May 9, 2023 /PRNewswire/ -- Beacon Pointe Advisors is thrilled to announce that Jennifer (Jenny) McCosley CFP®, CAP®, has joined our advisory team.
- "Our number one focus is to support our diverse group of clients and their unique planning goals and needs," shares Shannon Eusey, CEO of Beacon Pointe Advisors.
- Jenny McCosley joins Beacon Pointe Advisors as a Senior Wealth Advisor and is responsible for partnering with the Beacon Pointe investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals.
- Jenny shares, "I am so excited to merge my technical skills and my lived experiences in the next chapter of my career with Beacon Pointe.
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The Hamptons NEWPORT BEACH, Calif., April 17, 2023 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") has just completed its largest acquisition YTD 2023, partnering with YorkBridge Wealth Partners ("YorkBridge"), an RIA with offices in New York City and Bridgehampton. Beacon Pointe surpasses $26 billion in assets under advisement with the addition of YorkBridge, which oversees more than $1 billion in assets within the New York metropolitan area.
Key Points:
- NEWPORT BEACH, Calif., April 17, 2023 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") has just completed its largest acquisition YTD 2023, partnering with YorkBridge Wealth Partners ("YorkBridge"), an RIA with offices in New York City and Bridgehampton.
- "We entered the Tri-State marketplace with our Heller Wealth partnership in 2019 , and we are excited to expand the Beacon Pointe family of offices in New York," shares Beacon Pointe President, Matt Cooper.
- "We are thrilled to formally represent Beacon Pointe in New York City and Long Island," shares Carrie Gallaway, Managing Partner at YorkBridge Wealth Partners.
- Representatives from Beacon Pointe Advisors and YorkBridge Wealth Partners are available for interviews upon request.
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San Francisco Bay Area NEWPORT BEACH, Calif., March 1, 2023 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") announced that it had completed five RIA acquisitions over the last three months, with three deals closing at the end of 2022 and two closing in the early months of 2023. Midwest Financial Advisor Group, Nexus Wealth Advisors, Pinnacle Wealth Management, Ailsa Capital, and Bennicas & Associates, Inc. have become Beacon Pointe's newest regional offices in new and existing marketplaces. These offices extend Beacon Pointe's footprint to additional states, including Illinois, Michigan, and Utah.
Key Points:
- With these new partners, Beacon Pointe has added approximately $1.5 billion in acquired assets under management.
- "Coming off of a busy year of M&A activity in 2021, it was great to keep that same momentum in 2022," shares Matt Cooper, President of Beacon Pointe Advisors.
- President Tom Stefaniak, CFP®, will be joining Beacon Pointe as a managing director, bringing six professional staff members with him.
- We are excited to do even more in 2023, weaving like-minded partners and professionals into the fabric of Beacon Pointe."
Retrieved on:
Wednesday, August 24, 2022
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DFW NEWPORT BEACH, Calif., Aug. 24, 2022 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") has just closed another merger, this time heading back to Texas securing Benchmark Private Wealth Management ("Benchmark Private Wealth"), which has brick and mortar offices located in Dallas and Waco and serves the greater DFW, Plano, Austin, Waco and Houston marketplaces.
Key Points:
- Benchmark Private Wealth Management is unique to previous Beacon Pointe acquisitions in that it is the first time procuring a wealth advisory group initially connected to a bank.
- Beacon Pointe will maintain a professional third-party referral relationship with Benchmark Bank to provide wealth management, investment advisory, and financial planning services to clients of the bank.
- "We start every client and business relationship with trust, integrity, respect, and family," shares Wayne McCullough, former President and Managing Partner of Benchmark Private Wealth, now Partner, Managing Director of Beacon Pointe, "and Beacon Pointe reflects these same core values.
- He began his own practice, Ferguson Wealth Management Group, in Waco, TX serving as Managing Principal before merging his practice with Benchmark Private Wealth Management.
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Indiana University NEWPORT BEACH, Calif., May 2, 2022 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") announces its two latest partnerships with Duncan Financial based in Carlsbad, CA, and Goldstein Group located in Indianapolis, Indiana, further expanding Beacon Pointe's presence in Southern California and the Midwest regions.
Key Points:
- Duncan Financial of Carlsbad, CA & Goldstein Financial Group of Indianapolis, IN select partner in Beacon Pointe Advisors
NEWPORT BEACH, Calif., May 2, 2022 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") announces its two latest partnerships with Duncan Financial based in Carlsbad, CA, and Goldstein Group located in Indianapolis, Indiana, further expanding Beacon Pointe's presence in Southern California and the Midwest regions.
- "The main thing that stood out to us was that in every meeting with Beacon Pointe, they always began each conversation with how aligning with Beacon Pointe would benefit our clients," shares Charles Duncan, President of Duncan Financial.
- Helen Goldstein, sole founder and President of Goldstein Group, will be joining Beacon Pointe as a Managing Director and Partner.
- "We could not be more thrilled to have Charlie and Helen joining the Beacon Pointe family," shares Beacon Pointe Chief Executive Officer, Shannon Eusey.
Retrieved on:
Thursday, February 10, 2022
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AltaVista NEWPORT BEACH, Calif., Feb. 10, 2022 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") announced its latest partnership with Altavista Wealth Management ("Altavista") with offices based in Asheville and Charlotte, North Carolina.
Key Points:
- NEWPORT BEACH, Calif., Feb. 10, 2022 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") announced its latest partnership with Altavista Wealth Management ("Altavista") with offices based in Asheville and Charlotte, North Carolina.
- The Altavista team is led by Dan Akers and Kyle Boyd who will both become Partners and Managing Directors at Beacon Pointe.
- "Having already established offices in North Carolina last year through our partnership with DMJ Wealth Advisors , we are excited to cover even more territory in the state," comments Matt Cooper, President, Beacon Pointe Advisors.
- "We could not be more excited to welcome Dan, Kyle, and the entire Altavista team to Beacon Pointe," Shannon Eusey, CEO of Beacon Pointe Advisors, comments.
Retrieved on:
Tuesday, January 18, 2022
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Surveying NEWPORT BEACH, Calif., Jan.18, 2022 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") today announced that it completed five new RIA acquisitions and officially closed a previously announced investment from KKR at the end of 2021.
Key Points:
- NEWPORT BEACH, Calif., Jan.18, 2022 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") today announced that it completed five new RIA acquisitions and officially closed a previously announced investment from KKR at the end of 2021.
- Founder of NWS, Darin Simonian, CFP, CPA will be joining Beacon Pointe as a managing director and partner, alongside one other professional staff member.
- For Jay, it was the "1+1=3" mentality and culture of Beacon Pointe that was attractive as a partnership.
- Beacon Pointe Advisors is the largest female-led registered investment adviser (RIA) in the nation headquartered in Newport Beach, California, with office locations and clients located nationally.
