About Us

Who help us

Your Trusted Partner in Financial Success

At Beacon Financial Partners, we are dedicated to helping businesses and individuals achieve financial clarity, compliance, and long-term success. With a deep understanding of ever-evolving financial landscapes, we offer personalized strategies tailored to each client’s unique goals.

For over 2010 years, we have been the go-to financial consulting firm, empowering clients with expert tax planning, business advisory, bookkeeping, wealth management, and financial strategy services. Our goal is to simplify financial complexities, optimize profitability, and safeguard your future.

20+

Years Of Experiences

Exceeding Your Expectations Everyday

We are committed to delivering expert financial solutions that drive success. Our mission is to: 

  • Provide strategic financial guidance that helps clients build wealth and sustainability. 
  • Offer innovative tax and accounting strategies to maximize profitability.
  • Deliver industry-specific financial expertise for businesses in various sectors. 
  • Maintain the highest levels of integrity, accuracy, and transparency.

Our clients range from small businesses to large enterprises, nonprofit organizations, and individuals. We specialize in industries such as: 

  • Real Estate – Tax strategies, financial planning, and investment guidance. 
  • Healthcare – Compliance, payroll, and financial efficiency for medical professionals.
  • E-Commerce – Cash flow management, tax planning, and growth strategies. 
  • Nonprofits – Financial management and regulatory compliance for organizations.
  • Professional Services – Custom financial solutions for law firms, consultants, and service-based businesses. 
  • Personalized Financial Solutions – Every business and individual has different financial needs, and we customize our services to match your goals.
  • Decades of Experience – Our team brings a wealth of knowledge across industries, ensuring expert guidance at every stage. 
  • Commitment to Client Success – Your growth and financial health are our top priorities. 
  • Cutting-Edge Strategies – We stay ahead of industry trends to provide innovative financial solutions. 
CREATIVE TEAM

Experience & our Professionals Team

Craig B. Hoffman
Wealth Management Expert
Rodney J. Sabo
Business Consultant
Hobilar David
Tax Planning Specialist
Stafen Handry
Senior Financial Advisor
CLIENT TESTOMONIAL

What our clients say?

Beacon Financial Partners transformed the way we handle our finances. Their strategic planning helped us grow while ensuring compliance.

John M.

Business Owner

Beacon Financial Partners team at Compass has provided exceptional guidance in managing our assets and ensuring financial security for our family business.

Sarah T.

Assistant Manager

Let’s Talk! Connect With Our Experts