Three Beacon Financial Partners' Advisors, Dean Weemhoff, Karyn Pistone, and Daniel Bonder, Named Five Star Wealth Managers

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Cleveland Magazine, Inside Business, and Five Star Professional partnered to find wealth managers who satisfy ten objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Among many distinguishing attributes, the average one-year client retention rate for this year's award winners is more than 96 percent.

"We take the time to know our clients, and our integrated approach aligns their resources with their goals and objectives," said Pistone.

Karyn Pistone, CFP(R), Daniel Bonder, MBA, CFP(R), and Dean Weemhoff, CFP(R) were among the 169 advisors awarded this prestigious honor out of 1,485 considered. In order to consider a broad population of high-quality wealth managers, award candidates are identified by one of three sources: firm nomination, peer nomination or pre-qualification based on industry standing. Self-nominations are not accepted. Award candidates were identified using internal and external research data, and must have a favorable regulatory history.

Pistone, Weemhoff, and Bonder, collectively, have over 70 years of experience in the financial services industry and believe that wealth doesn’t just happen. Their philosophy is to offer sophisticated investment opportunities, wealth preservation strategies, and charitable giving and estate strategies to help clients create family and philanthropic legacies. "We take the time to know our clients, and our integrated approach aligns their resources with their goals and objectives," said Pistone.

Beacon Financial Partners is a comprehensive financial planning and wealth management firm in Northeast Ohio that seeks to provide independent, objective advice with an innovative investment platform. Beacon Financial specializes in the application of alternative investments and tailored financial planning consulting to meet the individual needs of their investors.

Advisory services offered through Capital Analysts, Inc. or Lincoln Investment Planning, Inc. Registered Investment Advisors. Securities offered through Lincoln Investment Planning, Inc. Broker Dealer. Member FINRA/SIPC. http://www.lincolninvestment.com Beacon Financial Partners and the above firms are indepedent, non-affiliated entities.

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Deborah George
dgeorge@beaconplanners.com
216-910-1865
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