Beacon Pointe Advisors

Beacon Pointe Advisors is more than a financial advisory firm. We are committed to helping clients make sound financial decisions. Significant financial choices can be stressful, such as where and how much to save, how to best invest your money, or whether you have enough money saved to buy a home. We bring together a team of trusted advisors who can guide you through every step. We excel in investment management and estate planning. We can also assist your company with retirement plan administration. But what sets us apart is our ability to seamlessly walk you through the most important financial choices you will ever make. Founded in Newport Beach, California, Beacon Pointe Advisors is the largest female-led Registered Investment Advisory firm in the nation. Individual clients, families, institutions, and defined contribution plans collaborate with our firm. Our clients receive holistic financial planning along with research-backed investments. This balanced approach allows clients to make informed and strategic financial decisions. As part of our fiduciary responsibility, we refuse any fees from investment managers we suggest to our clients. This ensures that our clients' best interests are our top priority and driving force in our relationship.

The Northstar Investment Advisors have only positive feedback for providing excellent financial advice and care. One standout point is that consistent communication gives clients like the confidence that they are not just numbers on a database. Northstar treats its clients as family, a fact proven by discussions Fred Taylor and his team have about family members' medical conditions and tariffs on foreign products and the possible effects on investments. Clients have easy access to information about their investments and feedback on performance not only at your annual meeting but also at regularly scheduled meetings. They are also affordable, with costs broken out and easy to understand—clients highly recommend Northstar Investment Advisors.