Beacon Pointe to acquire Goldstein Group Financial Advisors and Duncan Investment Advisors.

Beacon Pointe, an independent registered investment advisory firm, agreed to acquire Goldstein Group Financial Advisors, a provider of risk management, business planning, retirement planning and investment planning, and Duncan Investment Advisors, a provider of financial services. Financial terms were not disclosed. "The main thing that stood out to us was that in every meeting with Beacon Pointe, they always began each conversation with how aligning with Beacon Pointe would benefit our clients. We felt right away that there was a culture fit, but that paired along with a strong emphasis on client benefit and satisfaction is what really sealed the deal for us. We look forward to the additional back-office support, allowing us to refocus our attention on our clients and their needs," Charles Duncan, Duncan Financial President.