Beacon Oak Wealth Management

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Beacon Oak Wealth Management
Team photo for Beacon Oak Wealth Management

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Advisors

Advisor photo for Ian Gallagher

Ian Gallagher

CRPC, CDFA®

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Ian Gallagher's website
Advisor photo for Albert Brocious

Albert Brocious

CFP®

Private Wealth Advisor

Visit Albert Brocious's website
Advisor photo for William Thesing

William Thesing

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit William Thesing's website
Advisor photo for Anne Holderried

Anne Holderried

CRPC

Private Wealth Advisor

Franchise Owner
Visit Anne Holderried's website
Advisor photo for Stuart White

Stuart White

CFP®, ChFC®, CFS®

Private Wealth Advisor

Visit Stuart White's website
Advisor photo for Michael J Newman

Michael J Newman

CPA, CFP®

Financial Advisor

Visit Michael J Newman's website
Advisor photo for Nancy Findlay

Nancy Findlay

CFP®

Private Wealth Advisor

Visit Nancy Findlay's website
Advisor photo for Bryan Dein

Bryan Dein

Financial Advisor

Visit Bryan Dein's website