Beacon Wealth Advisory

What Beacon Wealth Advisory does

Beacon Wealth Advisory is an independent, fee-based Registered Investment Advisor founded in 2017 by Jenna Cairns and headquartered at 10965 Granada Lane, Suite #104, Overland Park, Kansas. The firm provides retirement-focused financial planning and investment advisory services to individuals and families in the Overland Park / Kansas City metro area, with a stated 'lifelong relationships' service philosophy. Its offering spans asset allocation, retirement income planning, Social Security optimization, long-term care planning, Medicare navigation, and legacy planning, with insurance products and services delivered through the affiliated Beacon Wealth Services entity (founded 2010). Specialized offerings include the 'Empowering Women' program for clients navigating major life transitions and 'Generational Vault,' a bank-level-encrypted document storage platform.

Operationally, the firm runs as a six-person team (Founder/President Jenna Cairns, Licensed Insurance Agent Cory Cairns, Financial Advisor David Cox, Office Manager Priscilla Dabney, Hospitality Ambassador Lauren Bowman, and Client Concierge Connor Woodward) supported by a strategic partnership with Gradient Investments, LLC for professional money management. Client workflows integrate with Charles Schwab custody and the Orion Advisor Platform for account management and reporting. The go-to-market is sales-led and relationship-driven: client acquisition runs through direct consultations, referrals, and content marketing via the 'Retirement Today with Jenna Cairns' podcast (Apple, Spotify, Amazon, YouTube) and earned-media features in Bloomberg, Fortune Magazine, and Five Star Professional. Revenue is generated primarily through recurring advisory fees on managed assets, supplemented by insurance commissions routed through Beacon Wealth Services; specific fee schedules are not publicly disclosed.

Name

Beacon Wealth Advisory

Legal name

Beacon Wealth Advisory

Website

https://beaconwealthadvisory.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Beacon Wealth Advisory is an independent, fee-based Registered Investment Advisor in Overland Park, Kansas that provides retirement, investment, Medicare, and estate planning services to individuals and families in the Kansas City metro.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

Keywords

• Retirement planning services
• Investment advisory services
• Wealth management
• Financial planning
• Medicare advisory

Headquarters

HQ city

Overland Park

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Fee-Based Financial Planning and Investment Advisory: Fee-based financial planning and investment advisory services offered as a Registered Investment Advisor in the State of Kansas. Revenue is generated through advisory fees, likely asset-based or fee-for-service.
2. Insurance Products and Services: Insurance products and services offered through affiliated company Beacon Wealth Services. Jenna Cairns is a licensed independent insurance agent providing insurance products supporting retirement income strategies.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Beacon Wealth Advisory is a fee-based Registered Investment Advisor in the State of Kansas that provides personalized financial planning and investment advisory services to individuals and families. The firm specializes in retirement planning, asset allocation, income planning, Social Security optimization, long-term care planning, and Medicare navigation. Insurance products and services are offered through affiliated company Beacon Wealth Services, while investment management is supported through a strategic partnership with Gradient Investments.

Product overview

Beacon Wealth Advisory is a financial advisory firm offering a comprehensive suite of wealth management services. The firm operates as a unified advisory practice with multiple interconnected service offerings including Asset Allocation, Income Planning, Social Security optimization, Long-Term Care planning, Medicare guidance, and the Empowering Women program. Their Generational Vault provides secure document storage, while their podcast 'Retirement Today with Jenna Cairns' extends their educational content. The firm primarily serves Overland Park, Kansas and surrounding communities, providing retirement strategies, investment management (in partnership with Gradient Investments), and insurance products through affiliated company Beacon Wealth Services.

Differentiator

Problem solved

Functional benefit

Products and services

• Asset Allocation
• Income Planning
• Social Security Optimization
• Long-Term Care Planning
• Medicare Navigation
• Empowering Women
• Generational Vault

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

One partnership is on record.

• Gradient Investments, LLCcoreStrategic or Co-development PartnerStrategic partnership with Gradient Investments, LLC, an independent, fee-only SEC registered investment advisor. Gradient Investments provides professional money management services with unique access to their portfolio managers. The Gradient Investments team is regularly featured on national media outlets including CNBC, Fox Business, Bloomberg Barron's, and The Wall Street Journal. Key representatives include Michael Binger CFA (President), Keith Gangl CFA (Senior Portfolio Manager), and Tyler Ellegard CFA (Senior Portfolio Manager). Note: A conflict of interest exists as referring investment advisors receive a portion of annual management fees based on assets under management.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Creative Planning: One of the largest independent RIAs in the U.S., also headquartered in Overland Park, Kansas, offering comprehensive fee-based financial planning and investment advisory services to individuals and families. Direct geographic and service-line competitor to Beacon Wealth Advisory.
• Mariner Wealth Advisors: Large independent RIA also headquartered in Overland Park, Kansas, providing holistic financial planning, investment management, and tax services to high-net-worth individuals and families. Direct local competitor given shared geography and holistic planning focus.

Broad incumbents

• Carson Group: National RIA support platform serving thousands of advisors across the U.S., offering wealth management, coaching, and consulting services. Comparable as a broader incumbent that supports advisors with holistic retirement planning capabilities similar to Beacon's service stack.
• Schwab Wealth Advisory: Charles Schwab's fee-based advisory offering that competes directly with independent RIAs for retirement-focused individual investors. Beacon's clients already use Schwab custody, making Schwab Wealth Advisory a particularly relevant adjacent competitor.
• Cetera Financial Group: Large independent broker-dealer supporting thousands of financial professionals with practice management and wealth management solutions. Comparable as a broad incumbent whose independent advisors offer similar retirement, investment, and insurance services to individual clients.
• Raymond James Financial Services: Diversified financial services firm offering wealth management, investment advisory, and retirement planning through a large network of independent advisors. Comparable as a broad incumbent with overlapping retirement and investment advisory offerings for individual clients.
• Edward Jones: Large national broker-dealer / RIA serving individual investors with retirement planning, investment advisory, and insurance products through a vast branch network. Comparable as a broad incumbent competing for the same retirement-focused individual investor in the Kansas City region.
• Mercer Advisors: National RIA delivering comprehensive wealth management, investment management, and retirement planning to individuals and families. Comparable as a broad incumbent with similar holistic retirement-planning services for individuals and families.
• Northwestern Mutual: Large financial services firm combining investment advisory, retirement planning, and insurance products through a national network of financial representatives. Comparable as a broad incumbent competing for retirement and insurance clients in the same Kansas City metropolitan market.

Emerging players

• Facet Wealth: Digital-first RIA offering flat-fee financial planning and investment advisory to individuals and couples nationwide. Comparable as an emerging player targeting a similar client demographic but delivering services via a remote, tech-enabled model that pressures traditional local RIAs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@BeaconWealthAdvisory
• Facebookfacebook.com/BeaconWealthAdvisory
• LinkedInlinkedin.com/company/beacon-wealth-advisory-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Beacon Wealth Advisory