About LPL Financial

Beacon Financial Group is proud to be affiliated with LPL Financial, the nation's largest independent broker-dealer*. This relationship provides our clients with access to a vast range of investment products, advanced research tools, and institutional-grade resources — while we maintain full independence to act in your best interest at all times.

LPL Financial serves thousands of independent financial advisors across the country, providing them with the infrastructure, technology, and compliance support needed to serve clients effectively. As an LPL-affiliated firm, Beacon Financial Group combines the resources of a major financial institution with the personalized service and local accountability of a community-based practice.

One of the key benefits of our LPL affiliation is access to LPL's robust compliance and oversight framework, which helps ensure our advisors operate with integrity and in full compliance with industry regulations. You can verify the background and credentials of any Beacon Financial Group advisor through FINRA's BrokerCheck.

We also offer access to LPL Research — a dedicated team of analysts and economists providing timely insights on the markets, economy, and investment themes that matter to our clients. From weekly market commentary to detailed investment outlooks, LPL Research helps us keep you informed and your portfolio positioned appropriately.