We specialize in Life and Annuities to grow your retirement income and protect your assets though "Quality of Life Products" , taking the What-ifs out of life and making your investment goals a reality not just a dream. We also have a philantropy division (BFG Productions) that finds sponsors and produces free beautifully written and illustrated children's books for literacy programs for underpriviledged children.
From our humble beginnings in 2002 to today, we continuously take an integrated, long-term approach to help you plan your financial life and build wealth. We deliver more than help with investment decisions. We take the time to know and understand your entire financial picture while providing time-tested and steadfast money-management strategies that will help you reach the goals that matter to you.
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Beacon Capital Management is one of Middle Tennessee's premier wealth management and retirement planning companies. Founded by Pete Benson and Jon Maxson on old-fashioned values, the entire Beacon team is committed to providing our clients with solid investment advice and uncompromising service. Although the financial services industry is subject to change, the principles on which Beacon was founded have remained steadfast: Clear and uncomplicated financial direction and comprehensive asset management services designed to manage risk, generate income, and preserve wealth. At Beacon Capital Management, we don't believe in a "one-size-fits-all" approach - no two situations are alike. We tailor our clients' financial strategies to help them achieve their specific lifetime goals and objectives
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Best Financial Planning in Tennessee
Whether you are an investor seeking independent financial advice or looking to take the first step to building a financial plan we are the firm for you. Welcome to Gerber Kawasaki, a new generation of financial advisors. Using a holistic financial approach, we educate our clients on how to grow their assets and obtain financial independence. While many other firms exclusively serve a wealthy clientele, we welcome individuals and families at all stages of their wealth accumulation journey. We work with you to develop a financial plan and investment strategy that will help you achieve your goals. We build and manage all of our portfolios in house directed by our investment team led by CEO Ross Gerber. Through our investment strategies-combined with financial, tax and legal planning-we believe it is possible for clients to accumulate substantial wealth throughout their lifetime. With respect to clients, our mission is to provide the highest level of personal service and ethical standards. We combine the latest technology to help us manage our investments and communicate with you without sacraficing the high level of service we provide to our clients. Investment advice offered through Gerber Kawasaki Inc, an SEC Registered Investment Advisor. All investments involve risk and past performance is not indicative of future results. For our full disclaimer and a list of states in which we are registered to do business, please visit gerberkawasaki.com
With more than 90 years of collective industry experience, our wealth advisors have weathered multiple market cycles, helping generations of our clients and their families pursue important financial and life goals. From capital preservation to comprehensive retirement planning and estate and legacy planning, we're confident we can help you pursue your financial goals with confidence.
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Lighthouse Wealth Group stands out by combining the deep expertise of a large financial institution with the personalized, client-first approach of a boutique advisory firm. Our team doesn’t push products—we build customized strategies rooted in financial planning, tax efficiency, and long-term wealth creation. Whether you're a business owner planning an exit, a woman taking control of her financial future, or a retiree seeking peace of mind, we focus on what matters most to you. We act as your partners, not just your advisors—offering clarity, strategy, and confidence in every decision.
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