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Discover how you can implement faith-based
investing and financial planning
Do your financial decisions align with
your values?
Incorporate your Christian faith into your finances
Gain clarity about your finances and whether you’re on track with your financial goals.
Find peace of mind by working with an experienced advisor who shares your values.
Experience the satisfaction of investing for your goals with a Kingdom impact.
Who we work with
We aren't the perfect match for everyone.
We excel at helping individuals and families who:
Want to make a Kingdom-impact with their financial resources
Are established in their careers and looking to invest more of their wealth
Want a thoughtful, experienced partner to manage their finances
Our Client Process
Our True Wealth Solution™ helps you get crystal clear on your current financial position and
outlines a simple action plan that will help you accomplish your goals.
Complimentary call
Schedule an initial call to share your hopes and goals for financial planning and learn more about how we serve our clients.
Discover and plan
Our discovery process is designed to identify and understand your unique goals, values, passions, and dreams. Once we know more about you, we’ll help you coordinate all your finances, plot a course toward your goals, and develop a framework to evaluate your choices and opportunities.
Implement and monitor
We align your investments with your values using our LightPoint Portfolios, giving you a unique opportunity to reflect your faith values while pursuing financial returns. Our team will continue to manage your portfolio and update your plan, all while educating and communicating with you to cultivate a relationship that goes well beyond producing financial returns.
What our clients say
Anthony Ricciardelli
Plano, TX
Beacon Wealth is great! "Rick, Hillary, Jake, Kimberly, and the whole team at Beacon Wealth have been a tremendous blessing to us! We appreciate how they help us to invest in line with Christian values. They are very knowledgeable and responsive, and they take the time to explain things. Thank you, Beacon Wealth!"
Bill Jane J.
Roanoke, VA
Responsibly Balancing our Kingdom Portfolio with our Earthly Portfolio "We have been Rick Laymon’s clients since 2007 and have been beyond pleased with his attention to detail, support of our goals, and consistent and focused reviews of our financial situation. He has not only become a trusted advisor, but a good friend..."
Buck Jacobs
Gainesville, GA
Extremely Satisfied "As a Christian my first attraction to Beacon Wealth was their policy of screening investments to eliminate unbiblical types. But over the years I have gotten to know Rick and then Cassie and love them as top quality advisors who produce serious results. I don’t want to worry about investments and need to trust those that I deal with. I trust them and recommend them when I am asked."
Lauri S
Roanoke, VA
Integrity, wisdom and relationship oriented firm "My experience with Rick and Cassie Laymon and their entire team has been positive all around. I feel like we are friends! They have assisted me with the daunting task of preparing for retirement! Thanks to their great work and advice I was able to achieve this goal this year..."
Jorge Chavez
Austin, TX
Beacon Wealth allows us to align our heart with our investments "Beacon Wealth was first a client of ours. As I got to know Cassie and Rick Laymon better, who they help and how they help them, I felt convicted that we didn’t treat our investments the way we treat our other assets – like our time. My wife and I wanted to have our investments honor God as we do with our other assets..."
Ron Blue, Founding Director
Kingdom Advisors
"I have had the privilege of working in the financial services world for over forty-five years. Many things come and go, some good some bad. Fifteen to twenty years ago I began to see the development of BRI, and have watched it mature over the last number of years. All new ideas take time to mature as many questions need to be answered as the new idea is taking root. Cassie went through her own evaluation and skepticism and asked most, if not all, of the relevant questions. This book is written by a well- trained and experienced professional as well as a very spiritually- mature woman who has an incredible ability to communicate. This book will answer almost any question that you would have about BRI investing. I highly, highly recommend this book to any serious thinker about using God’s resources for God’s purposes. It is my privilege to endorse this book."
Buck Jacobs, Founder
C12 Group
"Cassandra has written a wonderful blend of very practical advice regarding best use of our stewardship of God’s resources and His power of redemption and renewal. Her life is an inspiration and also a caution for those still caught in the world’s trap of measuring our worth by our accomplishments and performance."
Mary Messuti, President & CEO
Christian Business Women’s Connection (CBWC)
"I Found Jesus in the Stock Market is one of the most informative and important books on investing that I have ever read. It is a must read for all those who are serious about serving God with all of their resources. Cassandra Laymon is a master at educating on the concepts of Biblically Responsible Investing and presents the material in a manner that is concise and easy to understand. Her passion is contagious and the Biblical foundation that she has woven into the education is extremely powerful. Her personal testimony is so genuine and a true example of how God will bless those who follow His guidance. Both Cassandra and this book are true inspirations and gifts to the market leaders today. After reading this book, I am now one hundred percent committed to making sure that every investment I am involved in meets the criteria of Biblically Responsible Investing."
Kevin D. Freeman, CFA
Founder of The National Security Investment Consultant Institute
"Jesus taught that our heart follows our treasure (Matthew 6: 21). Whatever we treasure leads so much in our lives. Our politics, family decisions, and even faith are determined by what we treasure and how we deal with it. Modern Americans hold their treasure in their bank account, 401k, and IRA. So, it should not be surprising to find Jesus in the stock market as our holdings SHOULD reflect our values. Cassie Laymon does a terrific job of both sharing her journey as well as a roadmap for all people to find and demonstrate Biblical truth while investing."
John and Amy Fullen
Lewisburg, WV
Solution to our financial need "We met Rick and Beacon Wealth over 15 years ago when we had a need to consolidate 401 K accounts. Beacon Wealth reviewed all our finances and made several solid financial suggestions that have allowed us to reach our financial and retirement goals in a timely manner..."
These testimonials were provided by current Beacon Wealth Consultants clients and may not be representative of the experiences of other clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. You can view a complete list of all Beacon Wealth Consultants reviews on our Wealthtender profile page.
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Find peace of mind working with a faith-aligned advisor.
Schedule a complimentary 30-minute call to discuss your goals, dreams, and values!
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Faith-based investing, sometimes referred to as biblically responsible investing, is a practice of allocating investment assets in a way that honors God and follows the principles of the Bible. Optimally, this includes avoidance of stocks or bonds of publicly traded companies that are associated with an activity that is considered unethical or immoral. Some examples of business practices we seek to avoid are those that are harmful to people (human trafficking, pornography, gambling, tobacco, abusive labor practices, abortion) or that promote values that are not biblical or that contradict family values.
In many cases, faith-based investing practitioners also seek out the stocks of companies that promote biblical and family-friendly values or that promote human flourishing. This could include clean energy or technology, healthcare firms, home ownership opportunities, among others. At LightPoint® Portfolio Solutions, we call these businesses “Shining Light Companies.”
Beacon Wealth Consultants is organized as a fee-only Registered Investment Adviser. We are only paid for the services we provide to you. We believe that is the best way to serve our clients.
Because different clients have different financial planning and investing needs, we have several ways fees are paid depending on the scope and complexity of the situation and the services rendered.
No. The first meeting is a complimentary “get to know you” consultation.
Yes, we have advisors located in several states for in-person meetings but can work with clients in any state remotely.
Yes, Beacon Wealth Consultants is an Investment Advisor registered with the U.S. Securities and Exchange Commission. As such we are bound by the fiduciary standard as we serve clients in their best interests.
Beacon Wealth Consultants was founded in 1997, serving clients for over 25 years with faith-based financial planning and investing.
A Christian's Guide to
Financial Planning
Our comprehensive guide explores:
- What the Bible teaches about stewardship
- The benefits of working with a Christian financial advisor
- Understanding the financial planning process
- Faith-based investing
- How to choose the right financial advisor for you
- And more!
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