Beacon Pointe Welcomes Three New Teams Across Three Key Regions

Beacon Pointe is proud to welcome its second office in the state of Indiana with Alderfer Bergen & Co., a fiduciary financial advisory firm boasting over 100 years of combined experience in helping individuals, families, business owners, and executives plan for their financial futures. Known for their specialization in serving the orthopedic industry, they offer comprehensive services including retirement planning, investment management, tax and estate planning, and much more. Rooted in the community of Warsaw, IN, the firm combines deep expertise with a welcoming, relationship-driven culture, delivering personalized strategies with heart. Led by Partners and Managing Directors Alan Alderfer, CFP^®, Michael S. Bergen, CIMA^®, and Jason Gergely, CFP^®, CRPC^®, the $650M AUM firm follows a personalized client service process to ensure clients receive thoughtful, tailored strategies for building and protecting their wealth for generations to come. Similar to Beacon Pointe, Alderfer Bergen & Co. is grounded in transparency, professionalism, and a genuine care for people, which has earned them a reputation for exceptional service and trusted, long-term relationships. Partner and Managing Director, Michael S. Bergen, CIMA^® adds, "After an exhaustive search of potential partners, we were thrilled to find Beacon Pointe, whose values and client-focused business model fit perfectly with our own. I am particularly excited to be able to offer our clients access to institutional-quality investments vetted by a world-class investment team."

Since 2006, Moser Wealth Advisors has maintained a sharp, fine-tuned focus on delivering high-quality results through comprehensive tax planning and investment management strategies for their clients. Moser Wealth Advisors combines the benefits of a public accounting firm and an investment advisor to deliver tax-efficient wealth management solutions. With approximately $270M in client assets, the team's hybrid approach is designed to alleviate tax burden through efficient asset location and low-cost securities, thereby enhancing long-term financial outcomes. With a focus on long-term partnerships, the firm blends precision and trust to deliver personalized strategies that support every stage of its clients' financial journey. At the center of Seattle's Eastside technology hub in Bellevue, WA, Moser Wealth Advisors takes pride in its tight-knit, family-oriented group of talented professionals and its collective vision to serve clients at the highest level, which aligns closely with Beacon Pointe's philosophy. This integration enables Beacon Pointe to better serve the Pacific Northwest region through allWEALTH^® services, as this specific market continues to flourish. Partner and Managing Director, Scott Moser, CPA^®, MST, PFS^®, highlights, "Moser Wealth Advisors is opening a new chapter by joining Beacon Pointe Advisors. This union culminates an extensive search to find the ideal partner that values and supports the entrepreneurial and fiduciary culture that has been our hallmark since 2006. To retain and scale our firm's high-touch service model, we sought a partner with an advanced platform and depth of resources that could support our evolution in the tax and wealth management space over the next decade. Beacon Pointe demonstrated the willingness and flexibility that allowed us to transition our team and our clients fully intact. We are super excited to collaborate with Beacon Pointe's existing teams in the Seattle and Redmond communities."

Amore Ambro, LLC, an independent, fiduciary-focused wealth advisory firm in Jericho, NY, is partnering with Beacon Pointe's existing New York team, bringing more than three decades of top-tier client service experience. Founded by Louis Ambrosio in 2018, the firm now manages $165M in client assets, working with retirees, families, and business owners to plan confidently for their future with an emphasis on disciplined, dividend, and bond-based strategies that balance growth and stability. His goal was to create a place where clients felt truly heard, their objectives genuinely understood, and their investments aligned with long-term security. Louis's leadership ensures Amore Ambro serves clients with steady guidance, individualized care, and an emphasis on lasting financial well-being, acting as a trusted partner for his clients' entire lives, similar to Beacon Pointe's framework. Partner and Senior Wealth Advisor, Louis Ambrosio, reflects, "I'm thrilled to announce I am joining Beacon Pointe Advisors. This exciting opportunity allows me to continue helping clients achieve their financial goals with fresh perspectives and innovative strategies."

Beacon Pointe President, Matt Cooper, notes, "Beacon Pointe has become a home for advisors who appreciate our collaborative culture and platform, and we are proud to welcome these new teams who fit the mold. These coast-to-coast integrations reflect our continued commitment to serving clients with excellence by bringing them into our allWEALTH^® platform." CEO Shannon Eusey also shares, "Our Beacon Pointe mission has always been to serve people with excellence and integrity, and these new teams strengthen that mission. We are not only expanding resources and capabilities but also deepening our dedication to delivering truly comprehensive wealth management to individuals and families across the country. We are excited to see what the future holds with these additions to our firm."

The acquisitions of Alderfer Bergen & Co. and Amore Ambro, LLC. formally closed on August 1, 2025, and August 16, 2025, respectively. Moser Wealth Advisors officially joined on September 1, 2025. With these transactions, Beacon Pointe Advisors now oversees approximately $48 billion in client assets, supported by more than 600 employees across 75+ offices nationwide.

Representatives from Beacon Pointe Advisors and all three integrating teams are available for interviews upon request.

About Beacon Pointe Advisors:

Beacon Pointe Advisors is one of the nation's largest registered investment advisers (RIAs), with offices and clients located nationally. Clients have long relied on Beacon Pointe's professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH^® approach. For more information on Beacon Pointe Advisors, please visit www.BeaconPointe.com.

Media Contact:
Sydney Alacano
(949) 721-1792
[email protected] 

SOURCE Beacon Pointe Advisors