(631) 755-1100

Welcome to Beacon ICG

At Beacon ICG, our team of advisors provide you with the resources and insights you need to pursue your goals.

Plan for your Financial Future

At Beacon ICG, we offer clear guidance and proactive solutions every step of the way.

Financial Planning

Creating proactive planning solutions to help you navigate a maze of options.

The Importance of Group Benefits

Select Employee Group Benefits that protect your company’s most valuable assets, your employees.

Financial Planning

Wealth Management


Retirement Planning

Group Employee Benefits

EmployeR Sponsored Plans


Employee Benefits & Financial Services

At Beacon ICG we’ve been helping clients clarify their financial goals and creating proactive planning solutions to move toward those goals for decades. We can help you do the same.

Start preparing for

a more confident future.

Whether you’re starting out on your financial planning journey or you’re looking for a new way forward, our financial advisory team can help you chart a course that results in you having the financial confidence you desire. We provide wealth management services including retirement planning, college planning, insurance, investment guidance, and holistic financial planning. We also help clients navigate group benefits for their employees and assist in implementing employer-sponsored retirement and benefit plans for businesses large and small.

Personalized advice

Your financial goals are unique to you. Learn how we can help you pursue them.

Your financial goals

Learn more about key financial and investment insights to help you work towards your goals.

Fiduciary Focus

At Beacon ICG, we're committed to standing alongside you as an investment Co-Fiduciary.

About Beacon ICG

Beacon ICG, based in the Northeastern US, is a wealth management firm serving individual clients and businesses across the country. We’re dedicated to ensuring our clients are supported by a team of experienced professionals to offer clarity around their financial goals. Click below to learn more about our team and how we can help you plan for your financial future.


Wealth Management Services

From wealth management to offering your employees retirement & benefit plans, at Beacon ICG we’ve got your wealth management needs covered. Our holistic approach to financial guidance ensures you’re clarifying your big picture goals and proactively planning for your future as you take steps to pursue those goals.

Financial Planning

Whether you’re just getting started or have been working toward your personal financial goals for years, working with a Beacon ICG advisor ensures your financial planning process is streamlined, impactful and collaborative.






“You cannot escape the responsibility of tomorrow by evading it today.”

Abraham Lincoln

Lincoln’s words suggest that rather than denying your debt and put off dealing with it until later, you roll up your sleeves and get to work managing it now. Or, when it comes to saving money, start a savings or retirement plan today rather than waiting until it’s too late.


Group Employee Benefits

From health and dental insurance to disability coverage and life insurance, there are a number of potential group benefits you can offer your organization. Our team can help you make the right decisions for your needs and those of your employees. Learn more about how we help you explore and secure group employee benefits by clicking below.

Employer-Sponsored Retirement Plans

Providing retirement benefits to your employees is a wonderful way to show you’re invested in their financial well-being. But assuming the role of plan sponsor means a set of legal requirements, compliance regulations and fiduciary considerations lie ahead. At Beacon ICG, we’re here to help you act in the best interests of your employees as you help them save for retirement.

Retirement Planning

Planning for retirement is the process of beginning with the end in mind. As we collaborate with you to create your retirement plan, we’ll help you both clarify your vision for life after “your 9-5” and share the steps needed to ensure a comfortable and sustainable retirement.

College Planning

Imagine providing for your child’s education so they don’t need to worry about the weight of student loan debt. At Beacon ICG, we’re here to help your family save for college in ways that make the most sense for you.

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Let’s work together!

Fill out the form below and let us know how Beacon ICG may be of service to you or your organization.


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