Beacon Investment Advisors LLC
About Us
Who we are
Beacon Investment Advisors LLC is a Registered Investment Advisory firm located in Gaithersburg, Maryland. Our principal member is Cornell P. Abod, a licensed CPA in private practice.
What we do
We are an independent, fee-only, portfolio management and financial planning firm. We manage portfolios on a discretionary basis primarily for individuals, families, and retirement/pension plans. To address specific investment and financial planning issues for our clients, we draw from the experience of our principal - a CPA Tax Expert and Financial Advisor.
How we are paid
Beacon's compensation consists solely of the fee we receive for asset management and/or hourly consultations. We do not act as brokers, investment bankers, underwriters or insurance agents. This means that we are not "product" driven. Eliminating the traditional commissions from such sources aligns our interests squarely with those of our clients.
Why we are different
Fiduciary Responsibility: We have a fiduciary responsibility to our clients to construct and manage a prudent investment process. Brokers, bankers, and insurance agents are not held to the same standard.
Independent: We work for only our clients. Our loyalties are with those who hire our firm.
Fee-Only: We do not "push" products. Our firm's compensation consists solely of the fee we receive for asset management.
Financial planning: Our client's planning is developed by our CPA principal in conjunction with estate planning, and insurance experts to meet your specific needs.
Fundamental research: We perform our research "in-house" to free us from conflicts of interest.
Tax efficient portfolio management: Using the depth of our professional tax compliance and planning expertise, we are able to incorporate strategies that have the potential to generate significant income and estate tax savings for our clients.
One team: A complete strategy to manage all your investment, tax, and financial planning needs.
Questions?
We welcome the opportunity to speak with future clients who may have questions or need additional information. We can be reached at (301) 670-1700 or click the button below for some frequently asked questions.