Beacon Financial Services

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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 other 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.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
10/23/2026

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

Marriage changes everything, including your insurance needs.

The key to healthcare in retirement might be a patchwork of different choices.
10/22/2026

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...
10/20/2026

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.

Find out whether you are insurable before implementing a strategy using life insurance.
10/18/2026

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
10/16/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

A disability could keep you from work and increase costs. How can you protect yourself?
10/15/2026

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.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
10/13/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
10/11/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
10/09/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
10/08/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

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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