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Beacon Wealth

  • What We Do
    • Screen Your Portfolio
  • Who We Serve
    • Individuals and Families
    • Business Owners
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      • Roanoke, Virginia
      • Alexandria, Virginia
      • Richmond, Virginia
      • State College, Pennsylvania
      • Hickory, North Carolina
      • Charlotte, North Carolina
      • Raleigh, North Carolina
      • Orlando, Florida
      • Naples, Florida
      • Lansing, Michigan
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What we do

Financial planning and investment management
from a biblical worldview

What is Christian financial planning?

It may come as a surprise to you how much the Bible has to say about how we are to handle money —
some 2,350 verses — more than any other topic, including prayer and salvation combined. Founder of
Kingdom Advisors and financial author Ron Blue has distilled these down to six principles of Christian
financial planning that inevitably lead to success when followed:

Acknowledge that
God owns it all

Avoid the use of debt

Build financial
margin/liquidity

Spend less than
you earn

Set long-term goals

Give generously

As stewards, we must also be mindful of how and where we invest our God-given resources. This is a
very important but often overlooked aspect of Christian financial planning implementation.

We want to invest in companies whose products, services, and business practices promote human
flourishing and make the world a better place. To do that we must be very diligent about examining the
companies we choose to invest in.

At Beacon Wealth Consultants, we believe that every Christ follower should be presented the
opportunity to invest his or her resources in a manner that is in alignment with and honors
their faith beliefs.

Our services

Financial Planning

Our financial planning relationship revolves around helping you understand your financial situation and identify your unique goals, values, passions, and dreams. Common areas we help with include retirement planning, Social Security optimization, investment management, estate and tax planning, and charitable giving.

Investment Management

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 monitor your progress and manage your portfolio throughout our relationship.

Are our services right for you?

Over 25 years of experience helping Christians incorporate
their faith into their financial decisions

Individuals and families

Experience the lifestyle you desire with your loved ones knowing your money is in line with God's vision.

See how can we help

Business owners

Enjoy time with your family with a faith-based plan that incorporates your business, your employees, and your personal finances.

See how can we help

Pastors, missionaries, and
ministry staff

Align your values with your organization's financial efforts. We'll help you create a plan and invest wisely.

See how can we help

Do you know what you own?

Our complimentary portfolio screening will show you if you’re currently profiting from
things that go against your values.

Screen Your Portfolio

Education and resources

Investing is Not Morally Neutral

Investing is Not Morally Neutral If you asked an average person to explain the purpose of investing they might reply...
Read More

Read The Full Article

6 Biblical Principles of Financial Planning

6 Biblical Principles of Financial Planning Over 25 years we’ve worked with many Christian families who want to make wise...
Read More

Read The Full Article

8 Reasons to Work with a Financial Advisor

8 Reasons to Work with a Financial Advisor Most of us worry about our money, including financial advisors! Yet, despite...
Read More

Read The Full Article

Take your next step toward
your financial goals

Incorporate your values into your financial decisions with faith-based Christian
financial planning and investment management

Schedule A Time To Speak With Us

Contact Info

Email : info@beaconwealth.com

Phone : 1 (540) 345 - 3891

Fax : 1 (888) 971-3687

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Financial Planning & Investment Advisory services offered through Beacon Wealth Consultants, Inc., an Investment Advisor registered with the U.S. Securities and Exchange Commission. Beacon Wealth Consultants may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

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