Beacon Pointe Advisors Buys Sensible Financial Planning

Beacon Pointe Advisors is expanding its east coast presence with the acquisition of Sensible Financial Planning, a wealth management firm headquartered in Waltham, MA. The addition bolsters Beacon Pointe’s network in the greater Boston area and adds approximately $944M in assets under management, bringing the firm’s total assets under advisement (AUA) to roughly $54 billion.

With its bicoastal offices in Waltham, MA, and San Diego, CA, Sensible Financial Planning serves clients nationwide, providing services that include retirement planning, tax strategies, insurance analysis, estate and legacy planning, and integrated investment management.

Partner and Managing Director Rick Miller, notes, “We built the firm to help clients with financial planning problems. We have offered straightforward, efficient investment portfolios and clear financial plans that clients can understand intuitively. Clients have found value in our approach, as evidenced by our growth to over 350 clients and approximately $1 billion in assets under advice. We are keeping our offices, our team, and our clients.”

Partner and Managing Director Rick Fine adds, “While most things will not change, we are looking forward to the advantages of being part of a larger firm. Beacon Pointe will be a good home where our clients can thrive, and our staff can grow professionally.”

The acquisition of Sensible Financial Planning formally closed on October 1, 2025. Advisor Growth Strategies acted as the advisor for the Sensible Financial Planning transaction. With this transaction, Beacon Pointe Advisors now oversees approximately $54 billion in client assets, supported by over 600 employees across more than 75 offices nationwide.

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