TSL Express Daily News

New Offices and Experienced Advisory Teams Join from Coast to Coast, Adding $2.7 Billion in AUA

NEWPORT BEACH, Calif., July 8, 2025 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") announces its six latest RIA acquisitions in the last 60 days, bringing the firm's total assets under advisement (AUA) to approximately $47 billion. These acquisitions include Hart & Patterson Financial Group in Amherst, MA, Heritage Financial Planning in Dallas, TX, Jentner Wealth Management in Akron, OH, Michael A. Dubis Financial Planning, LLC in Middleton, WI, Ng Wealth Advisors in Pleasant Hill, CA, and Waypoint Wealth Partners in Mill Valley, CA. These teams will now be able to bring Beacon Pointe's expanded allWEALTH® solutions to clients on a national scale, delivering elevated excellence and an even deeper commitment to comprehensive wealth management.

"We're proud to welcome these exceptional teams into the Beacon Pointe family," said Beacon Pointe CEO and Founder, Shannon Eusey, and President, Matt Cooper. "Each team not only embodies the core values that define Beacon Pointe, but also brings their own signature strengths, specialized expertise, and thoughtfully crafted approaches to client care that enrich our broader offering. Their presence expands the diversity of our collective, nationwide capabilities and reinforces our commitment to delivering top-tier solutions for clients across every facet of wealth management. We're excited for what we will build together in the months and years to come."

Based in Mill Valley, CA, Waypoint Wealth Partners ("Waypoint") is an independent, fee-only advisory firm with over $1 billion in client assets, committed to translating client goals and aspirations into well-crafted, actionable financial strategies. The team of 12 brings a personalized and consultative approach to every relationship, working closely with individuals, families, and business owners to align financial planning with life's milestones. Waypoint combines their extensive industry expertise with a dedication to client-centric service. Founding Partners, Annette Brinton, CFP® and Chuck Bowes, CFP® share how "We had a unique opportunity to spend three days with Beacon Pointe's leadership, partners and advisors and came away with a clear sense of their vision and culture. We knew at that point that they were 'our people' and that we are philosophically aligned on our commitment to leading with care, continuing to find ways to add value to client relationships, and build our team's capabilities. Our team is thrilled to join Beacon Pointe and be strong contributors to the evolution of the client experience and to the overall growth and health of the firm."

Additionally, Managing Directors, Courtney Hutchinson, CFP®, and Jesse Shore, CFP®, add, "Joining forces with Beacon Pointe marks an exciting new chapter for Waypoint. It was clear from the start that we shared a mutual respect for putting clients at the heart of everything we do." The Waypoint team is a natural fit to Beacon Pointe, bringing a powerful combination of seasoned female professionals and accomplished next-generation advisors — including Dan Campbell, CFA, Rania Ghawi, CFP®, Anabel Diaz, CFP®, Rachel Sowers, CFP®, and Jill Rea — and accomplished business operators: Avelina Amescua, Lindsay Pearson, and River Galland. Not only will their expertise strengthen the bench of talent at the firm, but they will also serve as drivers for growth within the Beacon Pointe Women's Advisory Institute and across the broader company.

Hart & Patterson Financial Group ("Hart & Patterson") is another female-led independent advisory firm joining Beacon Pointe. With approximately $284M in client assets and based in Western Massachusetts, the team is dedicated to a holistic approach to financial planning that encompasses all facets of each stage of life. Much like Beacon Pointe, Hart & Patterson highly values a client-first philosophy, female-founded leadership, and community engagement. The firm's experienced team provides comprehensive guidance across investments, income planning, tax strategy, charitable giving, estate planning, and personal financial goals, with a special focus on the unique needs of women. Hart & Patterson's expertise in women's wealth and values-based investing aligns directly with the Beacon Pointe Women's Advisory Institute. Hart & Patterson Owner, Vikki Lenhart, adds that "Joining Beacon Pointe Advisors felt like a natural fit for our team. We share a deep commitment to putting clients first and delivering truly comprehensive financial planning." She reiterates that "The resources, technology, and thought leadership that Beacon Pointe brings will help us expand and elevate the services we offer to our clients. We're also proud to join a firm that is women-led, like us, and values diverse leadership and inclusive growth."

Dallas-based Heritage Financial Planning, with $335M in client assets, is joining Beacon Pointe's robust and growing $6.2+ billion AUA presence in Texas.  With decades of experience, the Heritage Financial Planning ("Heritage") group, led by its dynamic founders, Allison Geiger, CFP®, and Steve Blankenship, CFP®, includes Chad Smith, CFP®, ChFC®, CLU®, Mary Chastain, RFP®, and Christina Winn-Meriam, FPQP®. The team brings specialized knowledge in serving a broad range of clients, including executives, government leaders, physicians, attorneys, trust beneficiaries, and entrepreneurs. Providing lasting peace of mind through personalized services, including asset management, retirement planning, and comprehensive financial guidance, is how the Heritage team has built long-standing client relationships and an unwavering commitment to fiduciary care. Heritage Founder Steve Blankenship, CFP®, elaborates, "We spent nearly a year searching for the perfect partner that would put clients first and transform our ability to serve our clients. I am proud to say that we are better financial planners for our clients by joining Beacon Pointe and utilizing all the tools in their arsenal. Building this on our own would have taken years, and instead, we are able to get back to what matters most: focusing on helping our clients achieve their dreams."

Beacon Pointe is proud to welcome Jentner Wealth Management ("Jentner"), marking the firm's first acquisition in the state of Ohio. Founded by Bruce Jentner, CFP Board Emeritus® in 1984, Jentner has built its reputation on helping clients achieve lifelong goals through sound financial strategies. Led by Matthew (Matt) Jentner, CPA, CFP®, Dan Bloom, CFP®, and Seth Jentner, CFP®, the firm's enduring commitment to client success reflects a legacy of excellence that continues to distinguish them in the industry.  As a nearly $600M AUM fee-only advisory firm and fiduciary, Jentner remains steadfast in putting clients' interests first, reinforcing its reputation for integrity and trust across Ohio and beyond. Matt Jentner, CPA, CFP®, CFO of Jentner Wealth Management, adds, "Partnering with Beacon Pointe represents an exciting new chapter for our team and clients. Beacon Pointe's robust resources and advanced technology will enhance our ability to serve our clients with even greater depth while maintaining the personalized service they trust us to deliver."

For more than 20 years, Michael A. Dubis Financial Planning, LLC ("Dubis") has served families and individuals across Wisconsin and the U.S. with a practical, relationship-centered approach to wealth management. Embracing the role of 'Family CFO,' Mike takes a collaborative, hands-on approach to helping first- or second-generation business owners, real estate professionals, and high-net-worth and mass-affluent clients navigate life's financial complexities with purpose and care. As a fee-only, $280M AUM independent firm, the focus of Dubis remains on each client's well-being and long-term goals, aligning naturally with Beacon Pointe's philosophy and paving the way for a seamless transition integrating into Beacon Pointe's existing Middleton, WI office. Dubis expands on the announcement, "After a multi-year search, I chose Beacon Pointe because they align deeply with how I've believed in serving clients over 20 years: through fiduciary, coordinated, planning-centric relationships built on trust and care. I also sought a positive culture built on integrity and collegiality. I have been a fiduciary since I started my firm, and I built my firm around the idea that 'People are my clients, not just their portfolios,' and so it was critical to me that I find a firm that shared that same belief. My clients now get access to a broader range of resources along with the scale, structure, and continuity needed to serve clients long into the future, without compromising the personal approach that I believe matters most." 

To round out the exciting additions, all-female Ng Wealth Advisors joins Beacon Pointe and will integrate into the firm's existing presence in Northern California and the Bay Area. Directed by its multifaceted mother-daughter partners, Sally Ng, CFP®, Jeanette Ng (Urrutia), CFP®, and Carla Yuan, CPA and complemented by advisor Julie Su, CPA, and office manager Gena Meyring, the firm with approximately $210M in client assets brings a distinctive, female-led perspective to the forefront of wealth management, which resonates with the generational wealth transfer that is reshaping today's financial landscape. Their close client partnerships, multigenerational planning expertise, and dedication to personalized guidance exemplify the attributes that represent Beacon Pointe, especially those of the Women's Advisory Institute. Jeanette Ng (Urrutia) elaborates, "Beacon Pointe's thoughtful asset management approach and long-standing commitment to women investors make this an exciting step forward. Together, we're enhancing our ability to serve clients and their families with intention, integrity, and forward-looking strategy. We are thrilled to join a firm that brings a unique, yet closely paralleled philosophy to serving women clients—something that has been at the core of our practice for as long as we can remember."  

The acquisitions of Michael A. Dubis Financial Planning, LLC and Hart & Patterson Financial Group (advised by Turkey Hill Management) closed on May 16, 2025. Ng Wealth Advisors formally joined on May 31, 2025, while the acquisitions of Heritage Financial Planning (advised by DeVoe & Company), Jentner Wealth Management, and Waypoint Wealth Partners (advised by Advisor Growth Strategies LLC and Troutman Pepper Locke LLP), closed on June 30, 2025. With these transactions, Beacon Pointe Advisors now oversees approximately $47 billion in client assets, supported by more than 600 employees across 65+ offices nationwide.

Representatives from Beacon Pointe Advisors and all six integrating teams are available for interviews upon request.

About Beacon Pointe Advisors:

Beacon Pointe Advisors is one of the nation's largest registered investment advisers (RIAs), with offices and clients located nationally. Clients have long relied on Beacon Pointe's professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. For more information on Beacon Pointe Advisors, please visit www.BeaconPointe.com.  

Media Contact:
Sydney Alacano
(949) 721-1792
salacano@beaconpointe.com