Meet Pete Benson’s Financial Team

Pete’s team is dedicated to carrying forward the vision and values he helped establish at Beacon. Working closely together, the Beacon advisors and support professionals ensures every client receives personalized guidance, attentive service, and a seamless planning experience.

With a shared commitment to integrity and excellence, Pete’s team is here to support you every step of the way.

CONTACT PETE'S TEAM

Financial Advisor

Pete Benson, Senior Partner, Co-owner

As Co-Owner of Beacon, my passion has always been helping families navigate their finances with honesty and clarity.

While I no longer take on new clients personally, I work closely with our advisors to ensure every family we serve receives customized, thoughtful guidance.

I stay actively involved in shaping our firm’s philosophy, mentoring our team, and speaking at events to educate and encourage others.

My role today is centered on protecting the vision we built, delivering straightforward advice, and helping families pursue financial confidence with integrity.

Pete Benson, Co-Owner, Financial Advisor, Beacon Capital Management

Client Relations Administrator (CRA)

Julie Moses

I work closely with Pete and our advisory team to ensure your service experience reflects the same care and excellence he’s known for.

As your dedicated point of contact, I assist with your day-to-day servicing needs—account changes, deposits and withdrawals, beneficiary or ownership updates, distributions, scheduling reviews, and communicating important information to your advisor.

My role is to handle the details efficiently and accurately so you feel supported every step of the way.

Email: [email protected]

Julie Moses, Client Relations Administrator (CRA) for Beacon Capital Management.

Need To Schedule A Review?

Reviews give us an opportunity to discuss any changes in your financial situation, prepare for the next steps and overall updates on the portfolio and progress of your plan.

GIVE US A CALL

Meet the rest of the Beacon family and learn more about Beacon Capital Management's core values.

The team behind Beacon Capital Management is made up of qualified financial professionals who are passionate about helping individuals and families just like you achieve your ideal retirement, and we’re with you every step of the way.

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Introduce a friend to Beacon and join the Beacon Black & Gold Club!

Through the years, we’ve built a successful firm based on honesty, integrity, and trust with the help of incredible clients like you. Becoming an advocate for your friends and family’s financial well-being will mean so much to them.

Your introduction is the biggest compliment you could give us.

The Beacon Black & Gold Club is a group for our clients who support us through introducing us to new clients. A great way to share the financial confidence you’ve gained with the people you love. Unlike some awkward, salesy referral programs, we think of introductions as a positive way to make a difference in someone’s life.

Introduce a Friend

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