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The Beacon-Client Relationship

Beacon's client relationships are the firm's most valuable asset. Beacon managers strive to provide clients with excellent investment results, responsive service, and access to expertise in every area of investment management. Beacon is vigilant about client confidentiality.

Beacon's Management Style

Beacon Investment Management's partners utilize a team approach. The partners average 25 years of industry experience. Beacon is independent and privately owned by its managing partners. Beacon's clients place their trust in this combination of teamwork, broad experience, and objectivity.

For the second consecutive year, Brian McCall and Scott Smith won the Five Star Wealth Manager Award for 2014.* Learn more.


Our Mission:

To provide our clients with trustworthy, experienced, objective advice and financial management that endeavors to add significant value to their investment programs.


*Based on 10 objective eligibility and evaluation criteria, including a minimum of five years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,707 Boston wealth managers were considered for the award; 655 (39 percent of candidates) were named 2014 Five Star Wealth Managers.  (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year.) These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit