Beacon Consulting

Clarity. Strategy. Growth.

At Beacon Consulting, we partner with individuals and businesses to simplify complex financial decisions, streamline operations, and unlock long-term growth with confidence and clarity.

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Your Guiding Light in Financial Strategy & Business Growth
At Beacon Consulting, we help individuals, entrepreneurs, and businesses navigate financial decisions, optimize operations, and create sustainable growth plans. Our team provides clear, actionable guidance that allows our clients to make informed choices and achieve measurable results.

Whether you’re an emerging business owner, an investor, or a company preparing to scale, Beacon Consulting serves as the trusted partner illuminating your path to success.

About

What We Offer

We deliver focused financial and business services that create real, measurable results.
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Financial Planning

Gain deeper insight into your income, expenses, and growth potential with tailored strategies.

Business Growth

Streamline operations, reduce costs, and design a clear roadmap for sustainable success.

Investment Guidance

Build a customized portfolio that aligns with your financial objectives, time horizon, and risk profile.

Risk Management

Protect your business with strong compliance, smart safeguards, and contingency plans.

Lighting the Way to Financial Clarity & Growth

Expert guidance and strategic insight to help you grow, scale, and make confident decisions at every stage of your financial journey.
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Hear from Our Clients

Sarah Mitchell

Beacon Consulting gave me the confidence to expand my business without second-guessing every financial decision.

I run a creative marketing agency and, like many small business owners, I was incredible at my craft but overwhelmed when it came to financial planning and growth strategy. Beacon Consulting didn’t just hand me a generic plan—they spent weeks learning about my operations, cash flow challenges, and long-term goals. Together, we created a 12-month plan that allowed me to confidently hire two more team members and secure a larger office. Today, I feel more in control than ever before. I know my numbers, I understand my risk exposure, and I can finally focus on growth without the constant fear of making a costly mistake. Beacon Consulting truly became a partner in my success.

Owner of Mitchell & Co. Boutique Marketing, Austin, TX

David Ramirez

Beacon Consulting changed how I think about money and growth for my family business.

Our family landscaping company had been operating for 15 years, and while we were making money, we were constantly stressed about cash flow, taxes, and planning for the future. Beacon
Consulting came in, analyzed our books, and discovered that we were overspending in areas we didn’t even realize.

They helped us create a budget, negotiate better vendor contracts, and put aside money for taxes and reinvestment. For the first time in 10 years, we ended the year not only profitable but with
money in savings. Their team didn’t just give us advice—they taught us how to think like business owners instead of just workers. I wish we had met them years earlier.

Co-Owner of Ramirez Family Landscaping, San Jose, CA

Amanda Lee

Thanks to Beacon Consulting, we survived a major transition and came out stronger.

When I decided to expand my bakery and open a second location in Brooklyn, I was terrified of the financial leap. Beacon Consulting walked me through every step: reviewing projections,
analyzing financing options, and creating a realistic plan for growth.

What I appreciated most was their honesty. They didn’t just say yes to my dream; they showed me the numbers and helped me avoid mistakes that could have sunk the business. We hit our
six-month targets faster than expected, and now I can plan for a third location knowing I have a solid partner by my side.

Founder of Sweet Haven Bakery, New York, NY