Beacon Financial Overview

  • Founded
  • 1995
Founded
  • 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

Ownership Status
Acquired/Merged
(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
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Beacon Financial Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Beacon 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
To view Beacon Financial’s complete executive team members history, request access »