Beacon Harbor Wealth Advisors, Inc.

Overview

Beacon Harbor Wealth Advisors, Inc. is a financial advisory firm based in Virginia Beach, Virginia, offering investment management and financial planning services. The firm partners with clients using a planning-based approach to guide, grow, and protect wealth, delivering exceptional client service. Through goal-based investing, they assist clients in securing the life they desire, navigating various life events and market environments. The firm's investment strategy is discretionary and client-centric, focusing primarily on individual investors, including high-net-worth individuals. Portfolios are diversified across a broad range of equity, ETF, and fixed-income investments, with allocations adjusted according to clients' risk tolerance, goals, and market conditions. Beacon Harbor Wealth Advisors, Inc. manages assets totaling approximately $522.3 million, with a team of seven employees, including dedicated investment advisors and research professionals. Founded in December 2018, the firm is registered with the SEC and has notice filings in several states, including Virginia, Florida, and Texas. They emphasize a disciplined investment approach and a commitment to transparency, aiming to build trust and credibility within the financial advisory space. The firm operates under the belief that outperforming on the downside is more important than outperforming on the upside, as returns are not symmetrical, and one must earn more than they lose to break even.

Investment Focus

• High-net-worth individuals
• Charitable organizations
• Businesses