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Beacon Capital Management Advisors provides objective advice and guidance to individuals, small business owners and U.S. corporations.

Wealth Management for Individual Investors

BCM advises individual investors with many facets of financial planning and wealth management. We help individual investors with saving for their children's education (529 plans) and funding their retirement plans, while having the flexibility to choose from stocks, bonds, institutional money managers and over 10,000 mutual funds.

Rollovers: 401k, 403b, 457, TSP

If you have a 401k, 403b, 457, TSP or some other retirement plan with a previous employer, you should strongly consider the benefits of transferring your retirement assets into a Rollover IRA. The Rollover IRA is a tax advantaged IRA account designed to receive retirement funds rolled over from an ex-employer’s retirement plan such as a 401k, 403b, 457 or Thrift Savings Plan. Learn more about Rollovers.

IRA / Individual Retirement Accounts

An Individual Retirement Account (IRA) is a tax advantaged retirement savings plan created by the US government to encourage individuals to save for their retirement. Some investments selected inside these accounts may include mutual funds, stocks, bonds, annuities and CDs. Learn more about the features and contribution limits of the Traditional IRA, Roth IRA, Rollover IRA, SIMPLE IRA and SEP IRA. Learn more about the IRA.

Wealth Management / Managed Accounts

BCM provides portfolio management to individual investors. Clients receive investment recommendations and guidance from an investment professional. BCM works with over 10,000 Mutual Funds and some of the nation’s most respected Institutional Money Managers, responsible for managing portfolios for individuals, universities, charities and pension funds worldwide. Learn more about Managed Accounts.

Retirement Plans: Self Employed, Entrepreneurs, Small Business Owners and Corporate Clients

BCM is experienced in setting up retirement plans for our clients and provides retirement plan solutions to the self employed, entrepreneurs and small businesses ranging from 1 to 1,000 employees. BCM serves as an educational resource by providing expertise and valuable information about the SEP IRA, Individual 401k, SIMPLE IRA, Defined Benefit Plan, Small Business 401k, Safe Harbor 401k and New Comparability 401k.

Self Employed Retirement Plans

Independent contractors, self employed individuals and small business owners typically select from the Individual 401k, SEP IRA, Defined Benefit Plan or SIMPLE IRA. These self employed retirement plans are popular because they offer high annual contribution limits and some plans permit loans. Examine the features of these retirement plans to determine which plan is appropriate for you. Learn more about Self Employed Retirement Plans.

Corporate Clients: 401k Plans and Defined Benefit Plans

401k clients benefit from our retirement plan experience and expertise due to our existing relationships with numerous 401k providers. Our understanding of the 401k plan marketplace enables us to find the retirement plan that is best suited for our clients. BCM helps small businesses and corporations establish new 401k plans.
Learn more about the Small Business 401k.

Small Business Loans

Small business loans are often needed by small business owners, entrepreneurs and self employed individuals to provide capital to finance a start up business or franchise. Getting a new small business loan through banks and lending institutions can be difficult. Business owners are getting small business loans up to $50,000 using an Individual 401k loan. Learn more about Small Business Loans.