Beacon Wealth Advisors

Beacon Wealth Advisors is a wealth management firm in McHenry, Illinois, serving individuals and families with personalized financial planning and retirement strategy. The firm specializes in retirement income planning, asset preservation, IRA and 401(k) rollovers, tax-efficient strategies, and legacy solutions. With decades of combined experience, the team helps clients navigate complex financial decisions to achieve long-term security and peace of mind. They serve clients throughout McHenry and surrounding communities, offering one-on-one guidance through comprehensive financial planning.

The firm was founded by Chris Morgan, who has dedicated over 30 years to helping families achieve their financial goals. His leadership is supported by a team of experienced advisors, including Josh Pratt, a Financial Services Certified Professional and Certified in Long-Term Care, and Rachel Hook, who focuses on empowering women with tailored investment strategies. The team emphasizes independence, allowing them to design customized financial plans using a broad range of products and approaches. They also offer complimentary resources, such as a retirement planning guide, to help clients address common financial challenges.

Beacon Wealth Advisors is located at 5435 Bull Valley Rd in McHenry, Illinois, situated on Bull Valley Road. The office is about a mile from McHenry High School - Upper Campus and approximately 0.9 miles from Fox Ridge Park. It lies within a short distance of Riverwood Elementary School and Malibu Playground, both within a half-mile radius, and is near the McHenry Township Fire Protection District Station 4 and Boone Creek.

The firm is known for its client-focused approach, independent advisory model, and deep commitment to long-term financial success. With a team built on decades of experience and a passion for helping clients live their retirement dreams, Beacon Wealth Advisors stands as a trusted partner in financial planning for residents of McHenry and the surrounding area. Their dedication to personalized service and strategic guidance makes them a prominent resource in the local wealth management landscape.