# Beacon Financial Group, Inc.
Source: https://planprovider.pro/provider/beacon-financial-group-inc

> From its headquarters in Aurora, outside the Cleveland metro, Beacon Financial Group, Inc. works with business owners, executives, and high-net-worth individ…

Retirement Plan Advisor

Aurora, OH

## About Beacon Financial Group, Inc.

<p>From its headquarters in Aurora, outside the Cleveland metro, Beacon Financial Group, Inc. works with business owners, executives, and high-net-worth individuals on wealth planning and workplace retirement plans.</p>

<p>Founded in 1996, the firm has offices across the Midwest, Northeast, and Florida, including locations in Warren and Flemington (New Jersey), New Smyrna Beach (Florida), and multiple Minnesota offices (Lake Elmo, Minnetonka, and Saint Cloud). Beacon reports $4.3B in AUM as of 2026.</p>

<p>Beacon handles retirement plan work alongside estate planning and investment management programs. On the plan side, the firm supports plan design, recordkeeping coordination, and fiduciary services as both a 3(21) and 3(38) provider. Clients often use Beacon to map out tax-aware strategies that connect their personal planning with their company plan.</p>

<p>What sets Beacon apart is the mix of personal wealth planning and retirement plan fiduciary coverage under one advisory team, which helps keep decisions consistent across the business and the owner’s balance sheet.</p>

<ul>
<li>Retirement plan design and ongoing plan support</li>
<li>3(21) investment fiduciary services</li>
<li>3(38) investment manager services</li>
<li>Recordkeeping coordination for employer plans</li>
<li>Estate planning and investment management programs</li>
</ul>

Website: [https://www.beaconfinancialgroup.com/](https://www.beaconfinancialgroup.com/)

Founded: 1996

## Office Locations

- Aurora, OH (Headquarters)

- Warren, NJ

- Flemington, NJ

- New Smyrna Beach, FL

- Clinton, NJ

- Lake Elmo, MN

- Minnetonka, MN

- Warren, NJ

- Saint Cloud, MN

- Flemington, NJ

- New Smyrna Beach, FL

- Clinton, NJ

- Aurora, OH (Headquarters)

## Services Offered

- Plan Design Consulting

- Recordkeeping

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $4.3B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| WAYSIDE FURNITURE INC. 401(K) PLAN|WAYSIDE FURNITURE INC., OH|$14M|132|

| ZIEGLER COMPANIES RETIREMENT SAVINGS PLAN|ZIEGLER COMPANIES, OH|$6M|326|

| METEOR NORTH AMERICA 401(K) SAVINGS PLAN|METEOR NORTH AMERICA 401(K) SAVINGS PLAN, OH|$5M|583|

| LAUREN INTERNATIONAL, LTD. 401(K) RETIREMENT PLAN|LAUREN INTERNATIONAL, LTD., OH|$4M|66|

| RSC 401(K) RETIREMENT PLAN|JWD CONSTRUCTION SERVICES, OH|$4M|118|

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