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Beacon Financial Group
Beacon Financial Group is a financial advisory and investment management firm headquartered in Aurora, Ohio, United States. The firm specializes in providing comprehensive financial planning, wealth management, retirement planning, and tax-efficient strategies to individuals, families, business owners, executives, and high net worth clients. Founded in 2008 by Craig Drake, Beacon Financial Group has grown from a solo practice to a collaborative team of advisors and support professionals. As of 2024, they provide tailored financial services with a focus on holistic, client-centered advice, including succession planning, estate planning, and investment guidance. The firm is committed to helping clients achieve long-term financial stability and confidence through personalized strategies, education, and exceptional service.
Investment Strategy
The firm's investment strategy centers on developing customized financial plans that balance asset growth, tax efficiency, and risk minimization. Beacon Financial Group works closely with each client through a detailed discovery process to understand personal and financial goals, create tailored financial roadmaps, and regularly adjust plans based on changing life circumstances. Their advisory approach integrates wealth management, tax planning, retirement planning, and estate strategies, with a strong emphasis on minimizing tax exposure while maximizing asset potential. Advisors act as fiduciaries, providing unbiased recommendations and diligent monitoring of client portfolios to support financial well-being and protect long-term goals.
Latest 13F Filing Activity
Beacon Financial Group filed their most recent 13F report on Sep 30, 2025 disclosing 344 equity positions with a total 13F market value of $1B. The fund increased holdings in Vanguard World FD, Blackrock Etf Trust, Blackrock Etf Trust among other positions. Beacon Financial Group reduced exposure to Ishares TR, Blackrock Etf Trust, Wisdomtree TR among others.
Top Holdings
Equity Positions (344)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DGRW | WISDOMTREE TR | 5.20% | $52.9M | 594,844 | $50.32 | $88.96 | +$642.4K |
V VYM | VANGUARD WHITEHALL FDS | 2.91% | $29.5M | 209,630 | $97.21 | $140.95 | +$213.0K |
V VUG | VANGUARD INDEX FDS | 2.56% | $26.1M | 54,371 | $318.34 | $479.61 | +$3.6M |
D DYNF | BLACKROCK ETF TRUST | 2.36% | $24.0M | 404,818 | $49.81 | $59.20 | +$7.0M |
| BERKSHIRE HATHAWAY INC DEL | 2.32% | $23.5M | 46,821 | $178.16 | $502.74 | +$639.1K |
Industry Allocation
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