On May 2, 2022, Beacon Pointe Advisors, LLC announced that it had partnered with Duncan Financial and Goldstein Group Financial Advisors, LLC.
Under the terms of the transactions, Beacon Pointe Advisors, LLC (“Beacon Pointe”) partnered with Duncan Financial and Goldstein Group Financial Advisors, LLC (“Goldstein Group”). Charles Duncan, Paul Duncan, Jeffrey Mantoani, Inez Conger, and Jennifer Mintle of Duncan Financial joined Beacon Pointe. Charles Duncan joined as Partner and Managing Director and Paul Duncan joined as Partner and Senior Wealth Advisor. Helen Goldstein, Goldstein Group’s sole founder and President, also joined Beacon Pointe as Partner and Managing Director. Two of Goldstein Group’s professional staff members, Stephanie Ashley and Kelly Sather joined Beacon Pointe as well. The Duncan Financial transaction closed on March 30, 2022 and the Goldstein Group transaction closed on April 29, 2022. Further terms of the deals were not disclosed.
Beacon Pointe, based in Newport Beach, California, is the nation’s largest female-led registered investment adviser. Beacon Pointe works with clients to determine investment goals, establish asset allocation guidelines, evaluate fund performance, screen investment managers for selection, and develop strategic financial plans. Beacon Pointe has approximately $26 billion in assets under advisement.
Duncan Financial, based in Carlsbad, California, is an independent financial services firm. Duncan Financial has approximately $300 million in assets under management.
Goldstein Group, based in Indianapolis, Indiana, is a financial adviser. Goldstein Group has approximately $250 million in assets under management.
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