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We are an independent Registered Investment Advisor helmed by a father-son team.

Beacon traces its history to 1992 when Ron Robins entered the financial planning industry at Cigna Financial Advisors. In 1993, Ron left Cigna and began to provide independent financial advice. Ron founded Beacon in 2000 and takes great pride in the business he's built helping clients prepare for retirement, navigate difficult life decisions, and achieve financial independence.

Drawn by the same values upon which Beacon was founded, Ron's oldest son Jamie joined his father at Beacon in 2015. Jamie brings with him significant experience in investment analysis and financial markets and is excited to help continue the growth of the practice.

Jamie Robins, CFA, CFP Photo Jamie Robins, CFA, CFP Hover Photo

Jamie Robins, CFA, CFP


Jamie joined his father at Beacon Financial Advisors in the spring of 2015. Prior to joining, he was a vice president on the credit research team at Barclays in New York City, where he worked as a publishing analyst covering high-yield bond issuers in the food and beverage, consumer products, and retail sectors.

Jamie began his career in 2009 at Hartford Investment Management Company, the asset management subsidiary of The Hartford, where he helped research investments for a $7 billion portfolio of high-yield bonds and leveraged loans in the company's general account and mutual funds. Jamie is an Eagle Scout and graduated cum laude from Middlebury College with a BA in history.  He holds the Chartered Financial Analyst® designation, is a CERTIFIED FINANCIAL PLANNERTM professional, and is a member of the Estate Planning Council of Westchester County.

Ronald M. Robins Photo

Ronald M. Robins


Ron Robins is the founder of Beacon Financial Advisors and has been actively involved in personal financial planning for 28 years. Prior to working as a financial planner, he spent 15 years in marketing and advertising as an executive developing and executing business and marketing plans for clients like General Foods and General Mills.

Ron holds an MBA in business and market planning from Columbia University and graduated from Connecticut College with a BA in American history. Ron and his wife, Lora, have two sons.

Debra Lerner Photo

Debra Lerner

Client Services & Operations

Debra Lerner is responsible for day-to-day operations. These include fulfilling specific client service requests, supporting Ron Robins in his role as chief compliance officer to help ensure compliance with regulatory guidelines and processing insurance-related transactions. She holds a BA in economics from Duke University. Throughout the past 30 years, she has worked in various aspects of the financial services industry. Debra is also the mother of two children.