Über uns
Beacon Pension Advisors — that's us. Founded by people who are close to retirees themselves and know how important security in old age is. We take care of your pension funds without overwhelming you. Honestly: financial planning doesn't have to be complicated. With us, real people sit and answer your questions — not automatic chatbots. We have 847 customers who trust us. And we take this relationship of trust seriously. Your money, your future. That matters to us.
Im Laufe der Zeit haben wir uns einen Ruf für Zuverlässigkeit, Qualität und klare Kommunikation aufgebaut. Wir verstehen jedes Projekt als Partnerschaft und setzen auf Ergebnisse, die bleiben.
Unser Team
Die Menschen hinter Beacon Pensionsberater
Klaus Bertmann
Sandra Meier
Thomas Roth
Wir schätzen Verantwortung, Klarheit und Wachstum. Wir feiern Erfolge, lernen schnell und stellen die Ziele unserer Kundinnen und Kunden in den Mittelpunkt.
Unsere Mission
We help you grow your wealth safely — without keeping you awake every night. Clarity instead of confusion. Advice that feels like a smart friend, not like a case worker. And we make sure your pension fund actually works for you.
Unsere Vision
Pension planning should be simple and trustworthy. We dream of a world where people retire relaxed because they know they've been well advised. Beacon should be the name you can rely on.
Unser Ansatz
Unser Ansatz kombiniert bewährte Methoden mit modernen Tools. Wir starten mit einer Analyse, stimmen Ziele ab, planen klar und liefern mit Qualitätschecks in jedem Schritt.
Unsere Werte
Die Prinzipien, die uns leiten
Transparency
No hidden fees. No surprises. We explain to you exactly what costs what and why. Period.
Reliability
Your money is not just an account number for us. It's the foundation for your retirement. We don't take that lightly.
Humanity
Real people answer your calls. No hold music. No automation where it doesn't make sense.
Competence
Our team has over 140 years of combined experience in pension planning. You can tell.
Unsere Geschichte
2009: A former bank advisor sits in a café and thinks: This can't go on. Customers don't understand their contracts. Fees are hidden. Service is poor. So he founds Beacon. The idea was simple: work transparently, speak honestly, real people. After 15 years, we have 847 customers — from employees to entrepreneurs. Not because we shout the loudest. But because we deliver what we promise.
