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 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.

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.

Consumer sentiment remains near recessionary levels, yet spending continues to hold up surprisingly well. In this week’s...
10/07/2026

Consumer sentiment remains near recessionary levels, yet spending continues to hold up surprisingly well. In this week’s Market in a Minute, Kara explores why consumers say they’re worried while continuing to spend, and how a growing divide between wealth-driven and wage-driven households is reshaping the economy. She also discusses why labor markets and credit trends may matter more than sentiment surveys when evaluating the outlook for consumer spending.

Consumer sentiment is weakening, yet spending remains strong. Explore how the growing divide between asset owners and wage-dependent households is shaping the economy.

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.
10/06/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

Do you know what your insurance needs are, when you’re married, with children?
10/04/2026

Do you know what your insurance needs are, when you’re married, with children?

When you’re married and have children, insurance needs will be different.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
10/02/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
09/29/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

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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