Client Resources

    Access your investment and planning portals, along with important regulatory documents and disclosures.

    Regulatory Documents & Disclosures

    At Beacon Financial Partners and Beacon Financial Advisory, we value our relationship with our clients. Together with your financial professional, we are here to help you plan and invest for your legacy and the life that you want to live. The Relationship Summaries below highlight the services we offer, our fees, standards and additional resources to help you stay informed. As a client or prospective client, you have access to summaries and resources to help guide you in your conversation with your financial professional.

    Advisor ADV's Part 2b

    Joseph Randazzo

    Beacon Financial Advisory ADV Part 2bThe Lincoln Companies ADV Part 2b

    Karl Randall

    Beacon Financial Advisory ADV Part 2bThe Lincoln Companies ADV Part 2b

    Dale Rubin

    Beacon Financial Advisory ADV Part 2bThe Lincoln Companies ADV Part 2b

    Raymond Tropp

    Beacon Financial Advisory ADV Part 2bThe Lincoln Companies ADV Part 2b

    Tom Genco

    Beacon Financial Advisory ADV Part 2bThe Lincoln Companies ADV Part 2b

    William Matejka

    Beacon Financial Advisory ADV Part 2bThe Lincoln Companies ADV Part 2b

    Deborah George

    Beacon Financial Advisory ADV Part 2b

    Gregory Randall

    Beacon Financial Advisory ADV Part 2bThe Lincoln Companies ADV Part 2b

    Susan Wanamaker

    Beacon Financial Advisory ADV Part 2bThe Lincoln Companies ADV Part 2b

    Alan Yanowitz

    Beacon Financial Advisory ADV Part 2bThe Lincoln Companies ADV Part 2b

    Ryan Cass

    Beacon Financial Advisory ADV Part 2bThe Lincoln Companies ADV Part 2b

    Philip O'Toole

    Beacon Financial Advisory ADV Part 2bThe Lincoln Companies ADV Part 2b

    Jonathan Mistofsky

    Beacon Financial Advisory ADV Part 2b

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