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.

Your insurance needs don’t stay the same when the nest empties, but what changes?
09/06/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

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If you thought that payouts from life insurance are tax-free in all cases, think again.
09/04/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

What steps might help you sustain and grow your retirement savings? This piece explores them.
09/03/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
09/01/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
08/30/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Do you really understand how your homeowners insurance works?
08/28/2026

Do you really understand how your homeowners insurance works?

Purchasing homeowners insurance is critical for protecting your home.

An ILIT could play a role in your estate strategy.
08/27/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

In this week’s Markets in a Minute, we revisit the economic and market implications of the conflict with Iran and explor...
08/26/2026

In this week’s Markets in a Minute, we revisit the economic and market implications of the conflict with Iran and explore several questions that remain top of mind for investors as it grinds on. What could a prolonged conflict mean for the economy and markets, particularly after many expected the initial shock to be short-lived? And even if the conflict ended tomorrow, how quickly could global oil supplies recover? Read on for our take on these and other key questions.

We revisit the economic and market implications of the conflict with Iran and explore several questions that remain top of mind for investors as it grinds on.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
08/25/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
08/23/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

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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