Connecting Life and Money
Welcome to Beacon Rock Partners. We are an independent, fee-only personal financial advisory firm. We provide comprehensive financial planning and asset management services with a unique set of insights from a variety of
cross-disciplinary backgrounds. Our firm is based on one simple premise: to serve our clients with
diligence, competence and integrity.
We offer guidance and perspective on a broad range of financial issues, always with an emphasis on how our clients can achieve the things that matter most to them and the people they care about.
Our PurposeConnecting Life and Money
We recognize that the accumulation of wealth, rather than being an end in itself, provides the means to help people realize their goals and fulfill their life.
We have a disciplined approach that has been honed over years of working with individuals and families. We start by having a conversation with our clients, asking questions, and listening carefully. Then we work carefully with them to create solutions tailored specifically to address their unique needs. We develop long-term relationships with our clients and are committed to their success.
The TeamClick our pictures to learn more about who you'll be working with.
Eric R. Lochner
Eric R. Lochner
Eric focuses on personal financial planning and individualized asset management. His experience includes more than ten years of personal financial planning and asset management, three years of strategic planning and marketing, three years of business and engineering consulting and eight years of product planning and design. He is a member of the Financial Planning Association and the President of the Charitable Trust Board for the Rotary Club of Portland. Eric has a BSEE from Tufts University and an MSEE from Stanford University. Eric spends much of his free time with his daughter Katherine and son Nicholas. He also enjoys running, hiking and biking.
Brian W. Hicks
Brian W. Hicks
Brian provides comprehensive wealth management advice to persons seeking guidance with financial planning, investment management, wealth transfer planning, philanthropic issues and risk management. Prior to becoming a financial advisor, Brian practiced law for seven years, serving as estate planning and tax counsel to individuals and families. He earned a B.A. in history from the University of California, Berkeley, a J.D. from Boston College Law School, and has earned the right to use the Chartered Financial Analyst® designation. Brian is a past Board member of the 1,000 Friends of Oregon Foundation Board and serves on the Planned Giving Committee for the Oregon Symphony Foundation. Brian and his wife Brynne live in Portland, Oregon, with their two children. They enjoy Portland’s great restaurants, traveling, the arts, and discovering new things with their kids.
Working With Beacon Rock PartnersWorking with Beacon Rock Partners begins with an invitation to you to come to our offices for a complimentary introductory meeting. During this time, we briefly discuss your life goals and financial concerns along with our services.
We’ll discuss issues and concerns and try to find the answers to questions like:
- When might I retire?
- How should I invest?
- Am I saving enough? Spending too much?
- Will I be able to pay for my children’s college education?
- What kind of insurance should I have (and how much)?
- Are my estate plans up to date?
Once we’ve established a window into your financial life we’ll go to work to develop a plan that fits your needs. We provide the following services to help realize your financial goals: