Beacon Pointe Advisors Expands National Platform with Three Strategic Acquisitions

Beacon Pointe Advisors Expands Its National Platform

In a noteworthy development, Beacon Pointe Advisors, a leading registered investment advisor (RIA), has recently announced the acquisition of three teams, significantly enhancing its capabilities and expanding its advisory services to a broader client base. With these strategic acquisitions, Beacon Pointe now manages approximately $62 billion in total assets under advisement, reinforcing its position as one of the largest firms in the financial advisory landscape.

The three teams acquired by Beacon Pointe are Financial Planning Solutions, LLC located in Newton, MA; Voyager Wealth Management in Lake Geneva, WI; and InvestmentHunter Wealth Services based in Fort Worth, TX. Each firm brings its own unique expertise and focus areas, contributing to the overall strengths of the Beacon Pointe platform.

Financial Planning Solutions, LLC

Financial Planning Solutions is recognized for its planning-first, fiduciary approach, focusing on helping clients navigate their financial decisions during significant life transitions such as retirement, divorce, and major investment changes. With about $350 million in client assets, this firm emphasizes education-driven strategies, ensuring clients are well-informed about their options. Their advisory team actively participates in community service, including partnerships with the Dana-Farber Cancer Institute to support those facing financial challenges related to cancer treatment. Rick Fingerman, Managing Director of Financial Planning Solutions, expressed that joining Beacon Pointe has allowed them to concentrate more on client relationships while taking advantage of the support and technology offered by the larger firm.

Voyager Wealth Management

Based in the scenic Lake Geneva, WI, Voyager Wealth Management focuses on planning-driven, goals-oriented wealth management. With around $229 million in assets under management, Voyager emphasizes building lasting client relationships through direct engagement and consistent support. The firm employs disciplined scenario analysis and long-term modeling to guide clients through complex retirement and distribution decisions. Robert Anderson, Partner and Managing Director, stated the acquisition enables them to maintain a personal feel for clients while accessing a more extensive range of resources and expertise through Beacon Pointe.

InvestmentHunter Wealth Services

Founded in 2008, InvestmentHunter Wealth Services operates under the principle that effective wealth management demands active engagement and leadership. The firm, which oversees approximately $153 million in assets, integrates various aspects of financial planning, from retirement strategies to tax coordination. The founders, Liz and Hunter Hardy, value the flexibility offered by the merger, allowing them to deliver tailored services that resonate with their entrepreneurial roots. Hunter Hardy emphasized that this affiliation will enhance their offerings and provide long-term resources for clients, allowing them to focus more on what truly matters.

The Growth of Beacon Pointe Advisors

The President of Beacon Pointe, Matt Cooper, highlighted that the firm has become a favored destination for advisory teams seeking a collaborative environment that enriches their client service approach. CEO Shannon Eusey pointed out that these acquisitions will further empower Beacon Pointe's mission of providing comprehensive wealth management solutions tailored for individuals and families.

Each acquisition has been finalized recently, with Financial Planning Solutions closing on December 31, 2025; Voyager Wealth Management on November 15, 2025; and InvestmentHunter Wealth Services also on December 31, 2025. With over 750 professionals across more than 90 offices nationwide, Beacon Pointe Advisors is well-positioned for future growth in the competitive financial advisory sector. The firm remains committed to delivering client-centered solutions and a dedication to excellence that has defined its reputation in the industry.

Interviews with representatives from Beacon Pointe and the acquired firms are available upon request, offering insights into the impact of these acquisitions and future plans. For more information about Beacon Pointe Advisors and their comprehensive wealth management services, visit www.BeaconPointe.com.