Lone Beacon Management is a full-service sales & marketing company dedicated to the independent financial advisor, helping to generating leads and close business. We help generate traffic, reputation, and leads and improve your ROI.

What Makes Us Different

Now...Why Us?

Previous options for financial advisor marketing left something to be desired, and that’s where Lone Beacon steps in.

Broker dealers and IMO/FMO are financial professionals with limited marketing best practices
General marketing & advertising agencies struggle with compliance, and have no understanding of the intricacies of the financial industry or baby boomer population behavior
In-house marketing diverts your time away from facing clients, and is difficult to scale.

Lone Beacon...


Employees: 6-20

Year Founded: 2014

Service Area: National

Featured on:

What we do

  • Web Design
  • Web Development
  • Search Engine Optimization
  • Social Media Marketing
  • Email Marketing
  • Content Marketing
  • Branding/Positioning
  • Marketing Consulting/Strategy
  • Marketing Automation
  • Inbound Marketing
  • Advertising
  • Graphic Design
  • Digital Marketing

Who we work with

Types of Small Businesses We Work With
  • Generalists
Web Platforms We Support
  • WordPress
  • Adobe Creative Suite
  • HTML
Commercial Focus
  • b2c
Clients We Serve
  • Small e-commerce business (i.e. less than $1MM in annual sales)
  • Medium or large e-commerce business (i.e. greater than $1MM in annual sales)

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Lone Beacon

667 Boylston Street, 5th Floor
Boston, Massachusetts 02116

(888) 978-4785

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John Capuano