Beacon Pointe Advisors announced a recent partnership with Joslin Capital Advisors. Based in Redmond, Washington, Joslin Capital is Beacon Pointe’s second RIA acquisition this year and brings about $775 million in client assets under advisement to Beacon Pointe.
Launched in 1999 by Chief Executive Officer Mike Joslin, CIMA, CPA, PFS, the Redmond-based Joslin Capital team has deep local roots with business owners, physicians and physician group retirement plans, tech, and other professionals, and high-net-worth retirees and inheritors of wealth. And the firm’s seasoned team also has a long-standing national presence serving physicians and non-profit medical associations throughout the US.
Founder Mike Joslin, CIMA, CPA, PFS has nearly 38 years of experience in the financial services industry, and, before that, he was a public-practice CPA for seven years in Seattle. He also served as president of the East King County Estate Planning Council from 2008-2009.
Along with Mike Joslin, several more members will be joining Beacon Pointe, including Chris Bentley and David Monsees as wealth advisors, and Charissa Portillo, Lori Bawden, and Eric Land as client service and operational specialists.
KEY QUOTES:
“Our firm’s culture has always revolved around applying the Golden Rule when working with clients and coworkers, and providing unparalleled advice and service. It’s just how we’re wired. This is the key reason for our success to date. We therefore wanted to ensure that this culture would be maintained, and ideally, enhanced moving forward. After meeting with Beacon Pointe’s leadership team and several other shareholders, we knew there was a strong cultural alignment and that we had found our new home. Our partnership with Beacon Pointe will allow us to add unique and extensive investment and planning resources, enabling us to grow and meet the expectations of the increasingly dynamic, tech-focused world. Through this partnership, we are elevating our services to the next level and going above and beyond what our clients have grown to expect from us.”
- Mike Joslin
“Mike and his team’s process is founded on transparency and trust, and it was evident when he first spoke with us about the close relationships he has with his clientele. We are looking forward to tapping deeper into the Seattle community with Mike’s extensive knowledge, drive, and, ultimately, paralleled leadership style.”
- Matt Cooper, President of Beacon Pointe
“We are thrilled to welcome Mike and his exceptional team to the Beacon Pointe family. There has been an escalating demand for in-depth wealth planning services within Seattle and the greater Pacific Northwest region ever since former Rainier Financial Group joined us in 2021. Our allWEALTH service approach, combined with Joslin’s client-centric team, make for a perfect match to address the growth in the region.”
- Shannon Eusey, CEO of Beacon Pointe Advisors
