Beacon Pointe Advisors announced that female-founded wealth management firm Financially In Tune has joined its platform, further expanding the company’s East Coast presence and strengthening its New England footprint.
Founded in 2011 by Jeanne Gibson Sullivan, CFP, Financially In Tune is a fiduciary-focused advisory firm overseeing approximately $360 million in client assets. The firm is known for its emphasis on holistic financial planning, client education, and long-term relationship management throughout New England and beyond.
The transaction marks Beacon Pointe’s sixth team addition in Massachusetts over the past two years. Following the addition, Beacon Pointe’s New England presence now represents approximately $4.3 billion in client assets under advisement. The company said the move builds on its recent integration of The Financial Advisors, LLC.
Beacon Pointe said Financially In Tune aligns with the company’s allWEALTH® platform and its broader focus on comprehensive wealth management solutions. The combined platform now oversees approximately $63 billion in client assets under advisement, supported by more than 800 employees across 93 offices nationwide.
The Financially In Tune leadership team, including Jeanne Gibson Sullivan, CFP, and Philip Lee, CFP, will continue emphasizing fiduciary advice, education-driven planning, and personalized client service under the Beacon Pointe platform.
The acquisition formally closed on May 1, 2026. Turkey Hill Management served as advisor to Financially In Tune on the transaction.
KEY QUOTES:
“Over the past 15 years, we have been committed to offering financial planning solutions tailored to each individual’s unique situation, concerns, and perspectives. We provide straightforward, no-frills investment portfolios. As our firm grew, we came to recognize the importance of partnering with a firm that would allow us to expand the resources available to our clients and our team. We were excited to find Beacon Pointe, who are as passionate about serving clients as we are. They have been welcoming to our team and have convinced us that we have found the right home for us and our clients.”
Jeanne Gibson Sullivan, CFP®, Partner And Managing Director, Financially In Tune
“We continue to see strong opportunity across New England and are intentional about growing with firms that share our client-first philosophy. Jeanne and her small but mighty team bring a deep commitment to fiduciary advice and long-term client relationships, which aligns seamlessly with the way we serve our clients.”
Matt Cooper, CEO, Beacon Pointe Advisors
“There’s a clear cultural alignment here, particularly in how this team approaches client relationships with empathy, transparency, and a strong educational focus. Their female leadership and diverse perspective bring an added dimension that we value deeply and will act as a powerful complement to our platform.”
Shannon Eusey, Co-Founder And Chairman, Beacon Pointe Advisors
