New Office

Florida RIA Opens Its Doors In Naples

Eliane Chavagnon Reporter February 4, 2013

Florida RIA Opens Its Doors In Naples

Tampa, FL-based Beacon Asset Management, a fee-only registered investment advisor, has opened an advisory office in Naples, FL.

The office is located at 3838 Tamiami Trail, 34103.

“Our expansion into the Naples market is an exciting opportunity for us and for investors on Florida's southern Gulf Coast,” said Beacon president Michael LaVoy. The firm said it is also looking for new advisors to join the team.

As well as financial planning and investment advice, Beacon provides tax preparation, estate planning, life insurance and annuities, and custodial and trust management services.

The firm works with clients throughout Florida and in a number of states. 

  

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