Why Beacon Global Advisors (BGA)
We believe we provide industry-leading knowledge and experience in US Wealth Management for cross-border individuals.
BGA can deliver multi-dimensional investment products and services. Our goal is simple, financial prosperity for you—no matter where you are in the world.
From India and China to the Netherlands and England; BGA has a finger on the pulse of the global economy, and the potential impacts on your financial portfolio from a local-to-global perspective. No matter where you live and work, we strive for a firm understanding of the regulatory structure, investment-related tax implications, and investment culture of your native country and your residing country. We do not provide tax advice; specific questions regarding regulatory/compliance matters specific to your country should be discussed with local experts.
If you have US assets and are living in, or are from a different country, we believe no other firm has the ability to serve you with one-on-one service and consultation from a US-based advisor. We believe BGA is second-to-none when it comes to our access to cross-border solutions, customized guidance and transparent advice.
We uphold our commitment to deliver active listening, high standards, consistent quality, client service, and total transparency when it comes to your finances. We want you to feel confident that you’ve chosen the right advisor to manage your finances—now and into the future.
Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Who We Help
Helping Expatriates Work Toward and Maintain Financial Stability Abroad
Early on, BGA noticed that US Expats are underserved with regards to their finances and have limited access to financial advice from even the largest, global financial services firms. In addition to assistance with even the most basic of US investment management services they, in many cases no longer have access to, BGA found many US Expats and other US-connected individuals looking for a financial partner to help navigate the sometimes perplexing waters of financial options, tax jurisdictions, regulations, and compliance concerns of their current country.
Today, BGA is now one of the leading providers of financial services to American Expatriates.
As an US connected individual living abroad, either through citizenship or previous residency/work experience, you deserve a financial services company who understands what you’re going through and the financial obstacles you face.
That’s why we are committed to offering American Expats and US connected individuals, like you, the financial guidance they need while living abroad. We’ll help you understand what to expect while you’re overseas and help to navigate your finances through those uncertain times.
BGA understands the unique financial complexities you face while living or working abroad. We’re a private wealth management firm providing the same comprehensive level of service that you’re accustomed to in the United States—but specifically tailored to your current needs while abroad.
With an understanding of the myriad of financial, tax, and offshore compliance complexities you face, we have a breadth of both international and US financial products and services focused on trying to meet your current and future needs.
When you move abroad, managing your investments can become far more complex than originally expected, and obstacles may appear when it comes to many common investment options and vehicles.
If you’re a US citizen who worked in the US prior to working abroad, or if you’re one of the millions of foreign nationals who spent time working in the United States, more than likely you have a company-sponsored 401k or possibly established an IRA of your own.
Director of Global Advisory Services, Beacon Global Advisors
As the Director of Global Advisory Services for Beacon Global Advisers, Andrew Landsman takes a solution’s-based approach to helping client’s work towards their financial goals, emphasizing needs-driven solutions over individual investment “products”.
Andrew Landsman graduated in 2012 from The University of Colorado with a degree in Economics and Finance, and in his capacity at Beacon Global Advisors both advises families and clients directly and guides firm-level strategy based on prevailing global trends respective to client planning needs. Andrew enjoys educating and working with families of all different backgrounds on solutions that may be best for their needs, often seen as a refreshing perspective in an otherwise increasingly product driven financial services industry.
Beacon Global Advisors provides “local-to-global” education with unique experience providing advice not only to clients locally, and in the domestic US, but are also specialists in working with multinational, cross-border families, and US expats all over the world.