Beacon FP |

WELCOME

If you’re like most people, you would probably like to:

Create and preserve wealth

Enjoy more free time

Simplify your life

Save money on taxes

Make your money work for you

Provide a safety net for your family

Build a solid foundation for the future

Reduce stressful decision-making

Ease record-keeping burdens

Maintain your standard of living in retirement

Leave a legacy for loved ones

BEACON FINANCIAL PARTNERS (BFP) is an independent, fee-only financial advisory firm that can help you achieve all of the above, and more. We are dedicated to helping people that don’t have time for, don’t enjoy, or simply need expert advice in managing their personal finances.

BFP is owned and operated by Carl Carpenter, CFA® (Chartered Financial Analyst), CFP® (Certified Financial Planner). Less than 150 financial advisors world-wide are members of NAPFA (a national organization for fee-only financial advisors), CFP® licensees, and CFA® charter holders. Carl is one of them, and also has over twenty years of investment, financial planning, and accounting experience.

To learn more about who Beacon Financial Partners works with click here

If you would like to schedule your free initial consultation, click here

To request our free special report “Top Ten Ways to Achieve Financial Prosperity” click here

All content on this website is for informational purposes only and is believed to be reliable, but we make no representations as to its accuracy or completeness. Beacon Financial Partners, LLC ("BFP") is a Registered Investment Advisor in the State of California. This website is limited to the dissemination of general information about BFP and its service offerings, and provides an alternative method for prospective clients to learn more about BFP and to contact BFP. Advice may be rendered only after the delivery to client of Form ADV Part II (or equivalent marketing brochure), and the execution of an investment advisory and/or financial planning contract between the client and BFP. The authors, publisher, and host of this website are not providing any accounting, legal, or other specific advice regarding your individual situation.