Beacon Financial Overview
- Founded
- 1995
- Status
- Acquired/Merged
- Latest Deal Type
- M&A
- Financing Rounds
- 1
Beacon Financial General Information
Description
Provider of financial planning services headquartered in Dallas, Texas. The company provides estate management, insurance management, tax planning, money management and investment solutions, creating an investment strategy designed to pursue its client's risk tolerance, time horizon and goals.
Contact Information
Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Asset Management
Parent Company
Bluespring Wealth Partners
Primary Office
- 17300 Preston Road
- Suite 120
- Dallas, TX 75252
- United States
+1 (972) 000-0000
Beacon Financial Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
This information is available in the PitchBook Platform. To explore Beacon Financial‘s full profile, request access.
Request a free trialBeacon Financial Executive Team (2)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Brandon Sherbert | Chief Operating Officer & Investment Advisor Representative | ||
| Stephen Engro | Founder, Chief Compliance Officer and President |