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Cassandra Laymon, MBA, CFP®, CKA®, CPFA

Helping business owners plan for the future while preserving their faith values.

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Beacon Wealth Consultants Cassandra Laymon, MBA, CFP®, CKA®, CPFA
Roanoke, VA

Serving Clients Nationwide

Helping business owners plan for the future while preserving their faith values.

48 Certified Advisor Reviews™
Rate this Advisor

(540) 345-3891

Website

Areas of Focus

  • Biblical Finance
  • Employee Benefits
  • Faith-Based Investing
  • Financial Life Planning
  • High Net Worth
  • Investment Management
  • Retirement Planning

About Me

Hi, I'm Cassandra Laymon. Most Christian business owners want an easy-to-implement retirement plan that serves their employees well but find it hard to understand the ins-and-outs of their plan to know if they are getting a good deal and what, if any, personal risk they are carrying.

As a Certified Plan Fiduciary Advisor®, I offer Kingdom(k)®, a turnkey 401(K) plan that is easy to understand and implement. This plan maximizes the business owner's contributions, reduces the business owner's burden of fiduciary responsibility, and maximizes tax deductions, while allowing leaders to confidently serve their employees a great-performing retirement benefit that aligns with their faith values.

➕ GET TO KNOW CASSANDRA LAYMON

Cassandra Laymon is President & Director of Institutional Sales for Beacon Wealth Consultants, Inc. She is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Cassandra holds a Master’s Degree in Adult Education and an MBA, both from Rutgers University.
Cassie is a dynamic public speaker and has presented at national conferences for the C12 Group, Kingdom Advisors, and Christian Medical & Dental Associations.

As a former healthcare executive, she previously managed Education and Organizational Development for a 5,000-employee healthcare system, where her responsibilities included strategic planning, team and leadership development, meeting design and facilitation, and patient satisfaction. These skills, coupled with her passion for lifelong learning, have greatly equipped her for her present role leading strategy and developing client education at Beacon Wealth Consultants.
Cassie is the author of two books, I Found Jesus in the Stock Market and The Retirement Game for Nurses.

Cassie and her husband, Rick (Beacon Wealth CEO) married and merged their financial advisory businesses together in 2012. They enjoy collaborating on the business, traveling, theatre, cycling, sharing books, and going on adventures.

Financial Planning and Advisory services offered through Beacon Wealth Consultants, Inc., and Investment Adviser registered with the US Securities and Exchange Commission.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Kingdom Advisor (CKA)
  • Certified Plan Fiduciary Advisor (CPFA)
  • Master of Business Administration (MBA)

Affiliations

  • Kingdom Advisors

Primary Location

302 Washington Avenue SW Roanoke VA 24016

Additional Locations

📍 114 Pennsylvania Ave. Winter Garden, FL 34787

📍 250 E. Beaver Ave Suite E-762 State College, PA 16801

📍 375 Main Avenue Northeast Hickory, NC 28601

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Webinars
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

For over two decades we have helped hundreds of families around the country gain the clarity they need to plan wisely and make biblically-responsible investing choices. Using our three step True Wealth Solution™, you too can be on the path to building your dreams AND preserving your faith values.

Founded in 1997, Beacon Wealth Consultants, Inc. is a Fee-only wealth management firm designed to serve the unique planning and asset management needs of Christian families, family-owned businesses, trusts and organizations. Beacon Wealth Consultants is a leading national provider of Biblically Responsible Investing (BRI) solutions.


THE TRUE WEALTH SOLUTION™

✅ REQUEST A MEETING: The introductory Vision Clarifier™ meeting is designed to clarify and understand each client’s unique concerns, values, passions, and dreams.

✅ TRUE WEALTH SOLUTION™: The True Wealth Solution™ helps you get crystal clear on your current financial position and outlines a simple action plan that will help you accomplish your God-given goals.

✅ INVEST ACCORDING TO YOUR VALUES: Have peace of mind knowing that through our LightPoint Portfolios™ you are investing in companies you can be proud to own - without sacrificing long-term returns.

Financial Planning and Advisory services offered through Beacon Wealth Consultants, Inc., an Investment Adviser registered with the US Securities and Exchange Commission.

Education

Rutgers University - Newark MBA, Finance; EdM, Adult and Continuing Education | Ithaca College Bachelor of Science (BS), Physical Therapy

Volunteer Experience

Vice Chairman of the Board, The Family Foundation of Virginia

Hobbies and Interests

  • Church
  • Cycling
  • Family
  • Music
  • Reading
  • Sewing
  • Theater
  • Traveling

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Christians
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Healthcare Professionals
  • Investors
  • Living in Retirement
  • Parents
  • Physicians
  • Women Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


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HIGH STANDARDS, HIGHLY RECOMMENDED

✅ Wealthtender Certified Advisor Review™
Apr 18, 2024
Beacon wealth holds high standards in all facets of their business. With one on one visits, they offer a personal touch, truly listen and create an honest relationship. We’ve experienced financial gain, peace of mind and exceptional care like we never had before. We highly recommend them. They are fully invested in their clients and will exceed your expectations.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Will Lori
Will Lori

Financial Management and Investment with a Trusted Partner

✅ Wealthtender Certified Advisor Review™
Apr 18, 2024
We have been working with Rick, Cassie, and the Beacon Wealth team for nearly a decade. We appreciate their friendly and honest approach, but most importantly their desire to honor God through their investment strategies. Communication has always been open and transparent with consistent feedback and solid advice as they’ve monitored our investments. We’ve been blessed to be part of the Beacon Wealth family and plan to continue working with them for many years.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ron Tonya G
Ron Tonya G

A Company we could trust

✅ Wealthtender Certified Advisor Review™
Oct 14, 2023
Our family has been clients of Beacon Wealth since 2019. My husband owned his own business and after his heart attack we wanted a company our family could trust with future financial goals. My husband had worked with Rick and Cassie professionally for several years and knew this to be a company with integrity. Beacon Wealth has been faithful in communication and with meeting with us on a regular basis to ensure continued growth. My husband and I are both grateful for the insight and expertise Beacon Wealth has provided. We would highly recommend them to any family looking for integrity and expertise involving their personal finances.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mary Lee Reynolds
Mary Lee Reynolds

Highly recommend Beacon Wealth!

✅ Wealthtender Certified Advisor Review™
Oct 11, 2023
I have been a very satisfied Beacon Wealth client for close to 20 years. Rick and the team have done an amazing job managing my investments and giving me sound guidance -- always from a biblical perspective. They are very responsive and also very thorough about reviewing all options so they can guide me in the best way possible. I have tremendous confidence in their knowledge and how they handle my investments. I would recommend them to anyone looking to honor God and His Word relative to their investing.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lisa W.
Lisa W.

Personal Investment

✅ Wealthtender Certified Advisor Review™
Oct 11, 2023
Rick and his team go above and beyond to help with your personal finance and wealth needs. I am grateful for the advice that he has given over the years to help my family be in a better place financially.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for M. Reed
M. Reed

Wonderful Group of Individuals and Very Knowledgable of the Market

✅ Wealthtender Certified Advisor Review™
Sep 29, 2023
I have been with Beacon Wealth for over 10 years now. They always have my best interests in mind and want to make sure I succeed in my financial goals. They have been a true asset to my future. They are very personable and available when needed. I highly recommend them and trust them with my future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Zachary Smith
Zachary Smith

Great, caring service for financial planning!

✅ Wealthtender Certified Advisor Review™
Sep 25, 2023
My husband and I recently switched to Beacon Wealth and we have been impressed and pleased with the service Rick and associates have provided. Not only does he accommodate our busy schedules and travel time to meet with us, but he enthusiastically helps us make sound financial decisions. We are touched by his caring demeanor and concern for our future and well being. Beacon Wealth is a great place for the personal touch and expert advice! Thank you!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Suzanne and Donnie Roberts
Suzanne and Donnie Roberts

Beacon Wealth recommendation

✅ Wealthtender Certified Advisor Review™
Sep 21, 2023
We have been clients of Rick Laymon for nearly 20 years. He has guided us through our children’s education funding, retirement and estate planning, and into early retirement. Biblically Responsible Investing (BRI) was key to our relationship with Rick and Beacon Wealth over other financial advisors. They have remained true to this commitment and earned our trust. The Beacon team is knowledgeable and accessible to answer questions and follow up as needed. Rick keeps in touch on a regular basis. We are thankful for his wise counsel and blessed to have him as our financial advisor. For those looking for sound biblically-based investment strategies we recommend Beacon Wealth without hesitation.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Rick and Deb T.
Rick and Deb T.

Solution to our financial need

✅ Wealthtender Certified Advisor Review™
Sep 19, 2023
We met Rick and Beacon Wealth over 15 years ago when we had a need to consolidate 401 K accounts. Beacon Wealth reviewed all our finances and made several solid financial suggestions that have allowed us to reach our financial and retirement goals in a timely manner . Rick has taken an interest in our family and has always been available to counsel us relating to any financial questions we have had. Thanks to Beacon Wealth and Rick’s wise counsel, we plan to retire earlier than most. We trust them and have been blessed by being associated with them. We would choose Beacon Wealth all over again.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for John and Amy Fullen
John and Amy Fullen

Trusted Source

✅ Wealthtender Certified Advisor Review™
Sep 19, 2023
We have sought in recent years to align our investing efforts with our values. Rick and his team have been very clear and patient with us in explaining their approach toward investing. While we are not as big as some, we have always felt we had personal attention, and appreciated the guidance we received. We are appreciative of their services.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for The McKenzies
The McKenzies

Solid Faith Based Investment Strategy

✅ Wealthtender Certified Advisor Review™
Sep 15, 2023
My wife and I have been clients of Beacon Wealth for many years. When seeking recommendations from a friend at church he recommended Rick and Beacon Wealth without any hesitation. We met with Rick and felt like we'd found the person who could advise us and help give us direction. Over the years Rick and Cassie have helped us giving us sound biblical advise on strategy and investments to help us achieve our goals for retirement. Even in our retirement years Rick continues to met with us to make sure our financial needs are being met and to continue to grow our portfolio. It's been a blessing that we are thankful for.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for R. and L. Hardin
R. and L. Hardin

Excellent and knowledgeable

✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
Rick Lehman and Beacon Wealth have served my husband and I, as well as managed my mother’s accounts for many years. We have always been very satisfied with the performance of investments, genuine concern and interest in our lives, and the Biblically sound method of investing which they practice. When my mother passed away, they helped with all the logistics so smoothly. I highly recommend their services.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bill and Colleen Toal
Bill and Colleen Toal

More than just Financial Advisors

✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
My wife and I have been working with Rick Laymon and the staff at Beacon Wealth for several years as we prepared for retirement. We did our research and chose Beacon Wealth because they understand our desire to be good stewards of what God has blessed us with. Rick has walked with us through each step of the process as we have eased into retirement. He has also advised us on wills, trusts and tax plans to make sure that all our goals are met now and long after we have gone home. I don't believe that we could have found a better fit and we could not be happier!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Harold Pam Snapp
Harold Pam Snapp

Christ followers !

✅ Wealthtender Certified Advisor Review™
Sep 13, 2023
I became aware of Biblically-responsible investing a few years ago as I began a (long-overdue) obedience to the Lord. I am a higher-net worth individual, so there was a lot of research that went into this move from a large investment bank. After much prayer and discernment , I landed at Beacon Wealth and have been completely satisfied. Beacon was the perfect TRIFECTA for me: Comparable returns, warm personalized service, and faith-based. What was the final tipping point on my decision-to-move-to-Beacon? ...... the fact that Beacon shares their proprietary LightPoint Portfolio solutions freely with other advisors. Wow
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Nancy
Nancy

Planning for the future.

✅ Wealthtender Certified Advisor Review™
Sep 13, 2023
Through a recommendation from a friend, Rick Laymon of Beacon Wealth, contacted me to share their organization and how their financial planning experience could help us as we prepare for our retirement years. Their mission and portfolio were very encouraging. We felt confident that our best interests for our financial future would be secure in their capable hands. We have been pleased with the continued contact and information shared in this ever changing economy. We would highly recommend Beacon Wealth for your financial planning.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Teddy Thornton
Teddy Thornton

Rick Laymon

✅ Wealthtender Certified Advisor Review™
Sep 13, 2023
i have known Rick for about 30 years. he was the person who advised us to invest for our Future. Best thing we did. he is also one of the most Trusted person i know.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for David Eberhard
David Eberhard

Responsibly Balancing our Kingdom Portfolio with our Earthly Portfolio

✅ Wealthtender Certified Advisor Review™
Sep 13, 2023
We have been Rick Laymon’s clients since 2007 and have been beyond pleased with his attention to detail, support of our goals, and consistent and focused reviews of our financial situation. He has not only become a trusted advisor, but a good friend. What we're especially pleased with is Rick's support and encouragement in balancing our Kingdom portfolio with our earthly portfolio, helping us with intelligent giving to organizations to which we are guided by the Lord and compelled to give. Before retirement we were able to continually increase our giving to our church and other Christian organizations to God's glory while growing our earthly portfolio toward retirement. Even in retirement, we remain able to give generously! Because international and local missions are very important to us, Rick has always supported us in this way. We also so appreciate Beacon Wealth's responsible investing of our funds in investments that not only provide a good return, but are with companies that we ethically support. We couldn't be happier with our choice of Beacon Wealth.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bill Jane J.
Bill Jane J.

Extremely Satisfied

✅ Wealthtender Certified Advisor Review™
Sep 13, 2023
As a Christian my first attraction to Beacon Wealth was their policy of screening investments to eliminate unbiblical types. But over the years i have gotten to know Rick and then Cassie and love them as top quality advisors who produce serious results. I don’t want to worry about investments and need to trust those that i deal with. I trust them and recommend them when I am asked.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Buck Jacobs
Buck Jacobs

Comfort

✅ Wealthtender Certified Advisor Review™
Sep 13, 2023
We are comfortable and happy with our experience at Beacon Wealth since we are christens. We have peace of mind about our investments. Thank You, Rick
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jim Mills
Jim Mills

Integrity, wisdom and relationship oriented firm

✅ Wealthtender Certified Advisor Review™
Sep 13, 2023
My experience with Rick and Cassie Laymon and their entire team has been positive all around. I feel like we are friends! They have assisted me with the daunting task of preparing for retirement! Thanks to their great work and advice I was able to achieve this goal this year. While I was a business owner, they helped guide me to a new 401k plan for my employees and helped manage that and all it entailed. I’m most of all grateful for the opportunity to invest in line with my beliefs. It’s a joy to know I am not supporting companies whose beliefs are not in alignment with my values. They are continually positive, prepared, organized and genuinely interested in my goals and how to best achieve them. I especially love the visuals prepared for each meeting. Each Beacon employee is personable and an extremely good communicator. I’m pleased to invest with this most trustworthy team!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lauri S
Lauri S

Expert Money Maker

✅ Wealthtender Certified Advisor Review™
Sep 12, 2023
I will forever be grateful for the day Rick Layman came into our lives. He set our wandering finances into a path of biblically responsible investments. His knowledge, insight, and council are money making! Rick transitioned my family from poor investments into a wealthy place and has kept us there. He’s honest, friendly and caring. Thank you Rick!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sandra Cephas
Sandra Cephas

Peace of Mind

✅ Wealthtender Certified Advisor Review™
Sep 12, 2023
We were one of Rick's first clients as Beacon Wealth, over 2 decades ago. I found him as a referral of the Dave Ramsey Show, as a traveling sales rep I listened to all the time. As newlyweds, my husband and I needed someone we could trust, since we didn't know a thing about investing. Rick came to us, sat down, discussed our goals/plans, mapped out a plan and made us feel at ease. We have been very pleased ever since! When we moved out of state, he took necessary steps to remain our advisor. Our soon-to-be 20-year-old called him about investing some of his money and Rick gave him some great advice!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for The Doves
The Doves

My experience with Cassandra Laymon as my FinancialAdvisor

✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
Cassandra was always wanting to work with me and help me achieve my financial goals. Whenever I had a question Cassandra would get back to me in a short amount of time and answered all my question very efficiently. She also advised me the best way to handle my situation. Whatever it was at that time. Her expertise in financial guidance was always exceptional. I will always thank her for her outstanding help and guidance.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for JoAnn Croat
JoAnn Croat

A Friend Who’s Got Our Back

✅ Wealthtender Certified Advisor Review™
Sep 8, 2023
We first met Cassie decades ago through my husband’s job. She was instrumental in getting us on the right path financially. Cassie’s friendly and easygoing way of dealing with us made it natural for us to trust her. She truly has her client’s best interest in my mind! When she teamed up with Rick Laymon and Beacon Wealth, I was excited to know we’d be investing in a biblically responsible company. After all, our money is from the Lord and knowing it will be invested in ways that honor Him is very reassuring. The team at Beacon is always very timely in returning our texts or calls. I have always sensed a very personal touch in dealing with them. They really care, and it is demonstrated in how they handle their clients. I am so very thankful for Cassie and the team at Beacon Wealth!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mike and Joy Weber
Mike and Joy Weber

Beacon Wealth -- outstanding financial advisors

✅ Wealthtender Certified Advisor Review™
Sep 6, 2023
My husband and I came to know Rick Laymon when he was representative of another major investment company. He came to our house to review our policies and get to know us. That was close to 30 years ago. He took our investments and worked to make money for us. No one had ever worked with us to make that happen. We came on board when Rick started his company, Beacon Wealth and have been with him all these years. Our children have also put their investments with Beacon Wealth. Beacon Wealth employs highly qualified, professional, knowledgeable and helpful people. I have and will continue to encourage anyone with investments to sign up with Beacon Wealth. It’s always a pleasure to work with them. I count them as friends, as well as my financial advisors.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Martha W.
Martha W.

True to the word...

✅ Wealthtender Certified Advisor Review™
Sep 6, 2023
I started with Rick and Beacon Wealth about 23 years ago. We wanted to find a biblically based financial advisor. Rick and the team are a wonderful bunch there at Beacon Wealth. And having Cassie by his side proves to be a great asset and blessing. Also, Hillary the Chief Investment Officer, Kimberly and Jake are superb. They try to work with you through all the ups and downs of life, through economic lows and highs. When my wife passed away 3 years ago Rick and Cassie helped me not only with the financial side but on the human side too. Like fine wine, Beacon gets better with age. No regrets.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Joe
Joe

Communication is the Key

✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
Cassie and Rick and the whole team at Beacon Wealth are always there. Whether I text, call or email, they are always at the ready to answer my questions, and they don't bug you with sales pitches or meetings. I always recommend them to my friends.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lynn Loftus
Lynn Loftus

Trusting Beacon Wealth

✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
I feel very confident with Beacon Wealth handling my finances. Thank you for all you do for me.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Marceline S Hunter
Marceline S Hunter

Excellence of client service and professionalism

✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
It has been over 15 years since I asked Cassie to manage my financial needs. She is only a phone call away and has never failed to offer excellent financial advice and support . Whether on a Zoom call, a regular phone call or in-person meeting, I know that Cassie has my best interest at heart. She keeps me updated with recommendations for my financial goals and changing trends in the world of finance. I have recommended others to Cassie, knowing that they will also benefit from her expertise. I trust her implictly and couldn't ask for better attention or professional service.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anne Stefanoski
Anne Stefanoski

My wife and I have been a client Of Beacon wealth for many years.

✅ Wealthtender Certified Advisor Review™
Sep 4, 2023
Following biblical guidelines has been the goal for my wife and Il all of our Christian life. Beacon Wealth Consultants has allowed us to insure that our investments have been with firms that support our Christian values.. We have seen steady growth in our investments have met our goals over the period of several years that we have been working with Beacon Wealth Consultants. Their consultants are true professionals in every aspect of their inter action with us. we are made aware of changes in investments as they are made and have complete confidence.in the actions that they have made on our behalf. From our first meeting and every meeting since than ( at least annually and often times more,) our goals and objectives have been reviewed to insure they are still on track. I highly recommend Beacon Wealth Consultants to anyone that is considering a financial advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Philip Beland
Philip Beland

Beacon Wealth provides peace of mind and security with my financial status.

✅ Wealthtender Certified Advisor Review™
Sep 1, 2023
At my first contact with Cassie, I felt her warmth, honesty and caring about her mission. She has guided me to identify my goals and formulate a plan to achieve them. I feel totally confident in her knowledge and ethics regarding my investments. I am thankful that Beacon Wealth is here for me.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for E. Quinlan
E. Quinlan

So glad to have our investments following our values

✅ Wealthtender Certified Advisor Review™
Sep 1, 2023
Cassie is very personable and caring. We appreciated so much this ability to match our values with our investments. We were burdened that our investments were funding practices like abortion, slave labor, addictive practices and such and we didn't want to be doing that. Now we are excited that we can help business that really expresses and expands our values. Also the communication and monthly video updates on general investments with Beacon Wealth keep us more informed of what our dollars are doing. We highly recommend Cassie and this company to friends. We often share her book Finding Jesus in the Maketplace to others. Take a look at what they offer. We are glad we did!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Terry and Margie
Terry and Margie

Beacon Wealth allows us to align our heart with our investments

✅ Wealthtender Certified Advisor Review™
Aug 31, 2023
Beacon Wealth was first a client of ours. As I got to know Cassie and Rick Laymon better, who they help and how they help them, I felt convicted that we didn't treat our investments the way we treat our other assets - like our time. My wife and I wanted to have our investments honor God as we do with our other assets. Beacon Wealth provided us with that ability. They have a very personalized yet professional approach to learning our goals and helping us invest wisely to achieve them. They manage our portfolio so we don't have to worry about what the market is doing. Beacon Wealth maximizes our return based on our goals in any market. We are very grateful they are part of our long-term financial plan!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jorge Chavez
Jorge Chavez

Great, honest service.

✅ Wealthtender Certified Advisor Review™
Aug 31, 2023
Cassie talks in plain language for me to understand. She keeps in good contact. Beacon Wealth has gotten us through some difficult times. I feel very secure having all my resources with this company.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Trudy Newby
Trudy Newby

They really are a Beacon!

✅ Wealthtender Certified Advisor Review™
Aug 31, 2023
Rick and Cassandra and the rest of their great staff advisors very professional, knowledgeable. They keep us informed on a regular basis. Not only are they our financial advisors but help us with other things in our life. They actually are like family. We trust Beacon Wealth with our life saving to be invested in companies with good moral values and work hard to invest our money wisely.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Larry and Brenda Bland
Larry and Brenda Bland

Beacon Wealth

✅ Wealthtender Certified Advisor Review™
Aug 30, 2023
Rick Laymon of Beacon Wealth has been our financial advisor for a decade and his advice has been a significant benefit to us. He takes time to understand our preferences and priorities, both financial and ethical, and has been especially helpful in anticipating changes in our financial situation and recommending a way ahead to meet our needs. We appreciate the clarity and honesty of his advice and of all communications from Beacon Wealth as well as the evident fact that our best interest is always the central focus. Beacon Wealth and Rick have always demonstrated a rare combination of high professional competence, steadfast integrity, and sincere human understanding in all dealings with us.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Charlie and Karen Ross
Charlie and Karen Ross

A Pleasure Working with Beacon Wealth

✅ Wealthtender Certified Advisor Review™
Aug 30, 2023
We have been with Beacon Wealth since 2011, and have a great relationship with Cassie, Rick, Kim and Hillary. They are very responsive to our needs and adjust strategy as market fluctuations dictate. Communication is open, honest and two way.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Rona Seymour Kessel
Rona Seymour Kessel

Secure investments

✅ Wealthtender Certified Advisor Review™
Aug 30, 2023
Cassie always listen to my concerns. She was very helpful and answered all my questions,always telling me the truth.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Patricia
Patricia

Completely satisfied!

✅ Wealthtender Certified Advisor Review™
Aug 30, 2023
We’ve been with Beacon Wealth for 15 years or more. We are completely satisfied with our returns on our investments, communications, and management of our funds. We are convinced that Beacon Wealth is looking after us, and we are trusting our financial future on the Lord and Beacon Wealth,
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Joe C
Joe C

Happy and secure investment

✅ Wealthtender Certified Advisor Review™
Aug 30, 2023
I feel that Cassie listens to me as a client and trust her to both serve my interests and needs as well as be honest and tell me the truth
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for anonymous
anonymous

Working with Beacon Wealth

✅ Wealthtender Certified Advisor Review™
Aug 30, 2023
Conducting business with Rick is always a pleasure. He is very engaging and eager to listen and help with all financial questions or concerns I may have.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mark Perkins
Mark Perkins

Beacon has been a great help.

✅ Wealthtender Certified Advisor Review™
Aug 30, 2023
Beacon was great help in my planning for retirement in putting aside sufficient money. We were able to buy our house without going into debt.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Porter Riner
Porter Riner

Friendly and trustworthy team of advisors

✅ Wealthtender Certified Advisor Review™
Aug 30, 2023
Began my relationship with Beacon over 10 years ago with Cassie, before she "officially" connected with the founder of Beacon Wealth. Have found them to be a focused and supportive group of planners, who keep their eyes on the customer. Have responded quicky and appropriately to any changing needs I have had and make sure we communicate several times without my provocation, during the year, just to make sure they stay current with our needs. Wish the performance of my portfolio over these ten years would have been a bit better, but nonetheless, feel confident they always are trying to target our family's objectives.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for MITCHELL H KOPPELMAN
MITCHELL H KOPPELMAN

Thank you Beacon Wealth Consultants

✅ Wealthtender Certified Advisor Review™
Aug 30, 2023
Rick laymen and Beacon Wealth Conultants have been my partners for several years. They have help me to prepare for my retirement. I feel blessed to have them handling my finances in a christian based way. I feel very at ease with all the ups and downs having a knowledgeable company to handle my finances . Thank you Rick and all the people at Beacon Wealth Consultants.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Buck bauguess
Buck bauguess

Outstanding Financial Guidance with Beacon Wealth Consultants - Highly Recommended!

✅ Wealthtender Certified Advisor Review™
Aug 30, 2023
I am beyond thankful for having the privilege of working with Beacon Wealth Consultants as my financial advisor. I have been thoroughly impressed by the exceptional service they provide every step of the way. From the moment I started my financial journey with them, I felt confident that I had made the right decision. The team at Beacon Wealth Consultants is highly dedicated to understanding their clients' unique financial situations and aspirations. Through their personalized approach, they develop strategies that are tailored to my specific needs and long-term goals. What truly impressed me was their commitment to transparency and integrity. They explain complex financial concepts in a way that I can easily grasp, enabling me to make informed decisions about my financial future. This level of communication and education is a testament to their genuine concern for their clients' financial well-being. If you're searching for a financial advisor who not only understands the intricacies of finance but also treats you as a valued individual, I highly recommend Beacon Wealth Consultants. Their expertise, professionalism, and commitment to their clients make them an invaluable partner on the journey to financial success. I am delighted to be able to take a few minutes to write this review and help others make an informed decision about choosing Beacon Wealth Consultants as their trusted financial advisor. Thank you, Beacon Wealth, for your unwavering support and guidance!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for David Bradshaw
David Bradshaw

In the search for financial security.

✅ Wealthtender Certified Advisor Review™
Aug 29, 2023
Five years ago, my husband began the daunting process of preparing for retirement and searching for a financial consultant. After much prayer, and not a little anxiety, he felt he could trust with what he had worked so hard to save (and made sacrifices) for a comfortable retirement future for use with Beacon Wealth. Rick Layman, of Beacon Wealth, came highly recommended through sources we trusted. Our first consultation was engaging, informative and put us at ease that our finances would be in good hands. With that being said, the economy did suffer shortly after we retired, but Beacon Wealth has kept us up-to-date and informed on all activities and has strived to make the best "moves" for our situation. We highly recommend this group for your financial needs and future security.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for J and Lydia
J and Lydia

So thankful to have my retirement where I know what it is supporting

✅ Wealthtender Certified Advisor Review™
Aug 29, 2023
I have regular conversations with my advisor and get positive encouragement about my investing
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Michael Dahl
Michael Dahl

Beacon Wealth is great!

✅ Wealthtender Certified Advisor Review™
Aug 29, 2023
Rick, Hillary, Jake, Kimberly, and the whole team at Beacon Wealth have been a tremendous blessing to us! We appreciate how they help us to invest in line with Christian values. They are very knowledgeable and responsive, and they take the time to explain things. Thank you, Beacon Wealth!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anthony Ricciardelli
Anthony Ricciardelli
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