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Over the years, we have been the bridge that has helped many wealth and provider firms come together. From our roundtables to our consulting work, we have a view and knowledge of the marketplace that is rivaled by few firms in the industry. So, when a little over a year ago, our advisory council suggested that we build out a marketplace, we were excited to embark on this journey. That marketplace will be called The Beacon Provider Network!

Organizes high-level vetted provider information in a user-friendly and easily digestible format.

Enables introductions between wealth firms and providers.

Passionate mission with BPN is to help wealth firms discover and connect with provider firms by adding some structure and magnification to wealth firms looking for help from terrific providers.

We invite you to explore and discover The Beacon Provider Network!
Join us in this next evolution and be part of our community.

Sign up today and get involved now!

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