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Beacon Trust


Beacon Trust is a full service wealth management firm headquartered in Morristown, New Jersey with over $4 billion in assets under administration and decades of success providing customized solutions and superior client service.  We focus on preserving and enhancing your wealth through personalized financial planning and investment management, keeping your best interests first.  This is our fiduciary responsibility.

Through proactive and ongoing communication, we gain insight into your lifestyle and financial goals, allowing us to more effectively manage your relationship. 

Beacon Trust provides a comprehensive offering of services, including investment advisory, financial planning, tax compliance & planning, trust & estate administration, and banking services through Provident Bank, the parent company of Beacon Trust.


When it comes to preserving and growing your wealth, you need an experienced firm to work with you through every financial phase of life, clearly understanding your goals and objectives.  No matter what phase you are in, your Beacon Trust team has the knowledge and resources to:

  • Act with a fiduciary duty, giving you the comfort of knowing your interests always come first
  • Provide personalized solutions and superior service
  • Closely coordinate portfolio management and planning

Message from the President

Thank you for visiting our website; I invite you to explore our site to learn more about the services we provide.  At Beacon Trust, “wealth management” is more than a phrase.  It illustrates the fiduciary responsibility we have to properly handle the financial affairs of our clients.  When you are a client of Beacon Trust, you should have trust and confidence in our ability to help you meet your financial goals.  It is our hope that you will fully utilize the five primary services provided by Beacon Trust – investment management, tax planning, financial planning, trust & estate administration, and banking services.  We take a holistic approach to each relationship to ensure we fully understand your objectives, and then we coordinate all aspects of your financial picture. 

Wealth management is a relationship business, and I understand your connection to Beacon Trust is going to be with people, not simply the institution.  Each client has a team of individuals who handle all aspects of your Beacon experience, and you will also have access to senior leadership.  We will communicate with you regularly, providing updates on your portfolio as well as sharing feedback and information on other areas of interest or importance.  Whenever you have a question about your financial life, your first call should be to your Beacon Trust team.

Our first priority is client satisfaction.  We focus on providing solutions and results, so you can focus on yourself, your family, and your personal interests.  Beacon is large enough to provide a full range of services with an innovative technology platform and experienced professionals.  The firm is also small enough to ensure we know our clients and their individual objectives, and the ability to customize your services to meet your goals. 

We look forward to the opportunity to learn more about you and your financial priorities.

Valerie Murray


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Beacon Trust Company acquired by Provident Bank

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Beacon Trust acquires Suffolk County National Bank, expanding its geographic footprint into New York

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Beacon Trust acquires The MDE Group and Acertus Capital Management in 2015, expanding its investment management, planning and tax preparation capabilities.

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Beacon Trust Company acquires Tirschwell & Loewy, expanding investment management services into New York City

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Beacon Trust has been providing investment management, planning and trust services since it was chartered in 1988 as a "limited purpose trust company" with trustee powers in New Jersey. Beacon Trust was acquired by Provident Bank in 2011 as part of the bank’s initiative to expand its wealth management services in response to the growing demand for sophisticated and reliable financial advice. Founded in 1839, Provident Bank emphasizes personal service and customer convenience in attending to the financial needs of businesses, individuals and families. It offers a host of innovative deposit, loan, cash management, escrow account management and investment products.

In 2014, Beacon Trust completed the acquisition of the wealth management division of Suffolk County National Bank, expanding its geographic footprint into New York as well as gaining trust powers in New York. Beacon Trust also acquired The MDE Group and Acertus Capital Management in 2015, expanding its investment management, planning and tax preparation capabilities for its clients. In 2019, Beacon Trust Company acquires Tirschwell & Loewy, expanding investment management services into New York City.


Beacon Trust provides exceptional client service and customized solutions to help clients attain, protect and expand their assets through every financial phase of life.

Our two core values are exceptional client service and superior solutions. We offer our clients guidance and advice to allow them to meet their financial goals and objectives during their lifetime and for future generations.


Beacon Trust Company is committed to providing the highest quality wealth management services to our clients and the communities we serve. We value personal and professional integrity in the workplace and strive to create a cooperative working environment that encourages all employees to reach their full potential. We provide a range of programs and initiatives to support continuous growth and professional development.