Beacon Pointe Advisors introduces three recent registered investment adviser (RIA) acquisitions, resulting in approximately $62 billion in total firm assets under advisement. These acquisitions consist of Financial Planning Solutions, Voyager Wealth Management and InvestmentHunter Wealth Services. These teams support the continued delivery of the firm's allWEALTH framework for comprehensive wealth management.
Built as a planning-first, fiduciary firm, Financial Planning Solutions, helps clients navigate complex financial decisions during major life transitions, advising approximately $350 million in client assets. The firm's deep expertise in pensions, divorce and retirement planning, blended with flexible engagement models and an education-driven approach, makes its services particularly valuable. Serving the greater New England area, its six-member advisory team is built to operate where financial advice matters most: at moments of change, complexity, and consequence.
