Our Partners
Beacon Retirement Group strives to provide a superior client experience throughout the planning process and our ongoing relationship with you. In addition to our core advisors and staff, we also maintain two key relationships to help facilitate all aspects of our client’s needs and support goals and to keep your plan on course, so when you work with Beacon you’re also powered by the history and resources of Northeast Planning Associates, Inc. and LPL Financial.
ABOUT NORTHEAST PLANNING ASSOCIATES
Northeast Planning Associates (NPA) is a 65+ year-old registered investment adviser and financial planning firm with more than 30 affiliated advisor offices throughout New England. NPA provides services and support to independent practices like the Beacon Retirement Group, giving us expanded financial planning and back office resources, and providing clients access to a full range of services and products. Our relationship with NPA is a testament to our commitment to client satisfaction, as well as our interest in ongoing professional improvement.
ABOUT LPL FINANCIAL
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,*supporting nearly 29,000 financial advisors, and approximately 1,100 institution-based investment programs and 570 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2025); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.