Beacon Pointe Advisors has announced its latest acquisition of The Financial Advisors in Andover and Newburyport, Mass., deepening the firm's presence in the New England market. With this strategic integration, the firm continues to steward approximately $62 billion in total assets under advisement. Beacon Pointe's growth enables the firm to deliver allWEALTH services more broadly across the East Coast, offering clients deeper planning resources and long-term support.
Established in 1992, the $1.2 billion assets under management (AUM) firm is powered by a knowledge-diverse team of 11 professionals with specialties spanning investments, tax planning and retirement planning. Their employee-owned structure and long-term advisory philosophy foster deep alignment and continuity for clients across every life stage. Serving business owners and multi-generational families, the team leverages a collaborative, partnership-driven culture to navigate complex financial circumstances with
