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Beacon Pointe Advisors Expands East Coast Presence with Financially In Tune

In a significant move to bolster its East Coast operations, Beacon Pointe Advisors recently welcomed Financially In Tune, a wealth management firm founded by Jeanne Gibson Sullivan in Stoneham, Massachusetts. This acquisition is part of Beacon Pointe's strategy to enhance its allWEALTH® solutions platform, emphasizing fiduciary excellence and holistic wealth management.

As Beacon Pointe's sixth addition in Massachusetts over the past two years, this integration aligns with the firm's goal to strengthen its New England footprint. Financially In Tune brings approximately $360 million in client assets under advisement, contributing to Beacon Pointe's total advisory assets of around $63 billion across the nation. The firm is committed to a fiduciary model, prioritizing long-term client relationships and objective advice—a mission that resonates with Beacon Pointe's operational philosophy.

A Commitment to Client-Centric Wealth Management

Founded in 2011, Financially In Tune has established itself as a leader in financial planning by maintaining a client-first and education-driven approach. Jeanne Gibson Sullivan, the firm's partner and managing director, emphasizes the importance of trust and transparency in their dealings with clients. “Over the past 15 years, we have focused on offering tailored financial solutions that address the unique circumstances of our clients,” Sullivan states. This focus on personalized service makes Financially In Tune a valuable addition to Beacon Pointe's network.

The firm's partnership with Beacon Pointe goes beyond mere financial transactions; it signifies a shared commitment to financial education and empowerment. This is particularly evident in their alignment with Beacon Pointe's Women's Advisory Institute, designed to support women in achieving financial independence and confidence. Jeanne and her team are dedicated to aiding clients in navigating life transitions, from retirement planning to investment management.

A Vision for Growth and Collaboration

Matt Cooper, CEO of Beacon Pointe Advisors, highlights the strong growth opportunities present in New England. He notes, “Our intention is to partner with firms that share our client-focused ethos. Jeanne and her team's commitment to fiduciary advice and nurturing client relationships aligns seamlessly with our approach.” This synergy is what differentiates Beacon Pointe in the competitive wealth management landscape.

In addition to financial expertise, the diverse leadership of Financially In Tune enriches Beacon Pointe's offerings. Shannon Eusey, co-founder and chairman of Beacon Pointe, comments on the value of this diversity in perspective, stating, “Their empathetic approach and strong educational focus create a compelling addition to our platform.”

With the formal acquisition completed on May 1, 2026, Turkey Hill Management acted as the advisor for Financially In Tune during this transaction. As one of the largest registered investment advisers in the United States, Beacon Pointe continues to expand its services to meet the evolving needs of clients.

Looking Ahead

This partnership reflects a strategic shift in how wealth management firms are approaching client relationships in today's economy. With a growing emphasis on fiduciary responsibility and education, organizations like Beacon Pointe and Financially In Tune are paving the way for a more transparent and equitable financial advisory industry. As they combine resources and expertise, they are not just enhancing their own operations but also setting a new standard in wealth management for the future.

About Beacon Pointe Advisors

Beacon Pointe Advisors is regarded as one of the nation's largest registered investment advisers (RIAs), helping clients across the country determine their financial goals, establish asset allocations, and achieve comprehensive wealth management strategies through innovative solutions like the allWEALTH® approach. Their commitment to clients is evident in their proactive, multidimensional service offerings, ensuring that every client receives personalized attention dedicated to their financial well-being. For more information about Beacon Pointe Advisors, please visit their website.