Beacon Financial Group has joined Osaic’s Empowered Independence channel, bringing an Ohio-based independent advisory firm overseeing nearly $1 billion in client assets onto the wealth management platform.
The Aurora, Ohio-based firm is led by Managing Director Brent Besinger and serves more than 120 families through comprehensive financial planning and personalized wealth management.
Beacon previously operated as an independent registered investment adviser with broker-dealer affiliation through Private Client Services.
The firm selected Osaic as part of its long-term succession planning strategy while seeking to preserve the independent operating model and client-first approach that have defined the practice.
Besinger founded Beacon Financial Group in 2007 and has more than 30 years of financial services experience. He established Beacon as an independent RIA in 2022 after a lengthy tenure with Lincoln Financial Advisors.
Beacon has grown primarily through referrals and serves families across multiple generations. The firm is supported by seven experienced staff members providing financial planning, investment management, retirement plan services, and multigenerational wealth management.
Beacon’s move to Osaic was also influenced by Besinger’s longstanding relationship with John DiMonda, Head of Advisor Direct at Osaic. The two worked together for more than 15 years at Lincoln Financial Advisors.
Through the Empowered Independence channel, Beacon will gain access to expanded wealth management capabilities, technology, and business resources while maintaining control over its practice.
The affiliation also gives Beacon additional support for succession planning and business continuity as the firm prepares for its next stage of growth.
Osaic said the channel is designed for established independent firms that want to preserve their identity while gaining access to broader infrastructure and scale.
Osaic supports more than 10,000 financial professionals and is a portfolio company of Reverence Capital Partners.
KEY QUOTES:
“When we started exploring succession planning options, our biggest priority was finding a partner that would allow us to continue running our business the way we always have, with our clients’ needs guiding every decision.”
“With Osaic, we found a partner that respects our independence while giving us access to the resources, scale and succession planning capabilities to support our next chapter.”
Brent Besinger, Managing Director Of Beacon Financial Group
“Brent wasn’t looking to change the way his firm operates. He was looking for a partner that could help protect what he’s built and position the business for long-term success.”
John DiMonda, Head Of Advisor Direct At Osaic
“Our Empowered Independence channel provides firms like Beacon with the flexibility to maintain that identity while leveraging Osaic’s capabilities to strengthen their businesses, plan for succession and continue serving clients for generations to come.”
Cindy Hamel, Head Of Empowered Independence At Osaic
