Beacon Financial Services

Beacon Financial Services Always Looking Out For You We have and always will exhibit fiduciary excellence. Beacon Financial Services is not affiliated with Kestra IS or Kestra AS.

At Beacon Financial Services, a member of The Beacon Group of Companies, we have proudly served corporate retirement clients
since 1996. As seasoned retirement plan advisors, we provide investment fiduciary services to many businesses regionally. Beacon Financial Services serves as business & personal financial advisors that provide personalized service and advice on investments, insurance, and ot

her planning strategies. We serve high net worth individuals, business owners, corporate clients, and professional-athlete clients through a disciplined approach to provide customized client services in the areas of asset management, corporate retirement plans, personal retirement planning, estate planning, tax planning strategies, and business succession planning. With our focus on corporate retirement planning, Beacon provides comprehensive advisory services in preparing its clients for the “new standard” of corporate retirement plans. Beacon also specializes in the financial management of professional athletes, and Managing Partner Brian Menickella is an advisor to MLB players and an official NFLPA Registered Player Financial Advisor. The NFL Players Association is a separate entity from The Beacon Group of Companies, Beacon Financial Services, and Kestra Financial. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Beacon Financial Services does not provide legal or tax advice. https://www.kestrafinancial.com/disclosures

For a list of states in which we are registered to do business, please visit https://beaconfinancialservices.com.

You are unique. Your goals and needs should be the basis of any financial strategy you follow.
06/02/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

What every parent needs to know about insuring his or her teen driver.
05/31/2026

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

Extended care refers to services needed by those who have a chronic illness or disability.
05/29/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

There are ways to protect your business in the event of your death or the death of a partner.
05/28/2026

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
05/26/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
05/24/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

The key to healthcare in retirement might be a patchwork of different choices.
05/22/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
05/21/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Markets are pushing to new highs even while geopolitical tensions persist. Strong earnings are a key reason why. In this...
05/20/2026

Markets are pushing to new highs even while geopolitical tensions persist. Strong earnings are a key reason why. In this week’s Markets in a Minute, Kara breaks down how resilient corporate fundamentals are supporting the rally and what you should be looking for next.

Kara breaks down how resilient corporate fundamentals are supporting the rally and what you should be looking for next.

A disability could keep you from work and increase costs. How can you protect yourself?
05/19/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Address

1200 Liberty Ridge Drive
Wayne, PA
19087

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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