About Us
At Beacon Advisor Group – we help guide the future of your business & personal life.
We know business decisions impact personal decisions. In other words – how you plan, strategize, and organize your business ultimately affects how you plan, strategize, and organize your personal finances long-term.
As your planning partner in finance, we offer holistic & tailored consulting – guiding both business & personal decisions (because one can’t be done without the other).
PERSONAL SERVICES
BUSINESS SERVICES
Tax Compliance & Prep
Tax Planning & Consulting
Family Office
Legacy Planning
Foundation Strategy
Financial Direction
Tax Compliance & Prep
Tax Planning & Consulting
CFO leadership/Consulting
Business & Income Tax Planning
Business Valuations
Legacy Planning
Foundation Strategy
Financial Strategy
Meet Troy
As the founder and chief executive officer of Beacon Advisor Group – Troy is your go-to-guy. Troy began his career in 2007 working as an accountant for CPA firms, building skill-sets in tax planning, compliance, and organization. After accruing years of experience in the industry, he realized there was something missing! He wanted to be the resource for his clients’ planning initiatives, and guide them to meet their personal and business goals.
Troy opened Beacon Advisor Group to enhance personal relationships. Troy isn’t just a number-cruncher; he’s a creative accountant & consultant. He gets to know you, listens to your business & personal needs, and creates a proactive, tailored plan centered around you.
Like what you see?
Contact us today to learn more about how Beacon Advisor Group can help you!
