Financial Advisors
Denver, CO
Beacon Pointe Advisors is a Denver-based financial advisory firm specializing in personalized financial planning and investment management for individuals, families, business owners, and ultra-high-net-worth clients. Led by experienced advisors including Tom Stefaniak and Brad Meyer, the firm helps clients prepare for retirement, plan estates, and build generational wealth while operating under a fiduciary standard. With deep roots in the Downtown Denver metro area and a team of CFP-certified professionals, Beacon Pointe combines expert investment strategies with relationship-focused service and comprehensive financial guidance.
Ideal for: Retirees and pre-retirees, business owners and entrepreneurs, high-net-worth and ultra-high-net-worth individuals, families seeking comprehensive wealth planning
Service area: Denver metro area and surrounding Colorado communities
Fiduciary Standard: Beacon Pointe operates as a fiduciary, legally required to act in clients' best interests at all times, not just when providing advice.
CFP-Certified Team: The firm employs multiple CFP (Certified Financial Planner) professionals with deep expertise in retirement planning, investment management, and estate strategies.
Long-Term Client Relationships: The team is known for multi-decade relationships with clients, combining personalized attention with proactive monitoring and adjustment of financial strategies.
Address: 2000 S Colorado Blvd Suite 1150, Denver, CO 80222
Phone: (303) 832-2300
Website: beaconpointe.com
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