Insights

Growth Momentum Beacon Financial Planning shows strong revenue in the mid market range ($10M-$25M) with ongoing recognition in advisory circles, suggesting opportunities to discuss scalable technology solutions, practice management, and succession planning tools to support growth.

Leadership Prestige Managing Partner Kelli Grew’s inclusion on AdvisorHub's Next Gen list signals a high-visibility, practice leadership team. Target outreach could center on executive-level CRM optimization, client engagement platforms, and marketing automation to sustain brand leadership.

Talent Expansion Recent hires and promotions, including new paraplanner and partner promotions, indicate active talent development. This presents a chance to offer onboarding, knowledge management, and collaboration tools to improve ramp time and team cohesion.

Technology Footprint Tech stack includes iCIMS, Calendly, AWS, Drupal/WordPress, MySQL, and analytics tools. There is potential to propose unified cybersecurity, data modernization, workflow automation, and backup/DR planning to strengthen operations.

Strategic Investments Notable investments and asset moves (stakes in Ecolab, Holdings in AMZN) suggest appetite for wealthtech integration, portfolio analytics, and risk-adjusted reporting enhancements to align client offerings with evolving market opportunities.

Beacon Financial Planning Tech Stack

Beacon Financial Planning uses 8 technology products and services including iCIMS, Calendly, Amazon Web Services, and more. Explore Beacon Financial Planning's tech stack below.

iCIMS

Applicant Tracking Systems

Calendly

Appointment Scheduling

Amazon Web Services

Cloud Hosting

Drupal

Content Management System

WordPress

Content Management System

MySQL

Database

HSTS

Security

Piwik PRO Core

Web Analytics

Beacon Financial Planning Email Formats	Example	Percentage
First.Last@beaconfinancialplanningcapecod.com	John.Doe@beaconfinancialplanningcapecod.com	100%
First@beaconfinancialplanning.com	John@beaconfinancialplanning.com	100%

Beacon Financial Planning Email Formats

Example

Percentage

First.Last@beaconfinancialplanningcapecod.com

John.Doe@beaconfinancialplanningcapecod.com

100%

First@beaconfinancialplanning.com

John@beaconfinancialplanning.com

100%

Frequently Asked Questions

What is Beacon Financial Planning's official website and social media links?

Beacon Financial Planning's official website is beaconfinancialplanning.com and has social profiles on LinkedIn.

How much revenue does Beacon Financial Planning generate?

As of September 2026, Beacon Financial Planning's annual revenue is estimated to be $10M - $25M.

What is Beacon Financial Planning's NAICS code?

Beacon Financial Planning's NAICS code is 52 - Finance and Insurance.

How many employees does Beacon Financial Planning have currently?

As of September 2026, Beacon Financial Planning has approximately 14 employees across 2 continents, including North America and Europe. Key team members include President: W. H., Managing Partner & Cco: K. B. K. and Director Customer Experience: M. E. K. Explore Beacon Financial Planning's employee directory with LeadIQ.

What industry does Beacon Financial Planning belong to?

Beacon Financial Planning operates in the Financial Services industry.

What technology does Beacon Financial Planning use?

Beacon Financial Planning's tech stack includes iCIMS, Calendly, Amazon Web Services, Drupal, WordPress, MySQL, HSTS and Piwik PRO Core.

What is Beacon Financial Planning's email format?

Beacon Financial Planning's email format typically follows the pattern of First.Last@beaconfinancialplanningcapecod.com. Find more Beacon Financial Planning email formats with LeadIQ.

When was Beacon Financial Planning founded?

Beacon Financial Planning was founded in 2015.

Beacon Financial Planning

Q: How many employees does Beacon Financial Planning have currently?

Beacon Financial Planning has approximately 14 employees.

Q: What technology does Beacon Financial Planning use?

Beacon Financial Planning's tech stack includes Font Awesome, Amazon Web Services, Nginx, iCIMS, WordPress.

Q: What is Beacon Financial Planning's NAICS code?

Beacon Financial Planning's NAICS code is 52 (Finance and Insurance).

Financial ServicesMissouri, United States11-50 Employees

Beacon Financial Planning is a financial services firm based in Hyannis, Massachusetts, offering investment management, financial planning, and coordination of estate and tax matters. The team emphasizes a collaborative, integrity-driven approach aimed at guiding clients through various life stages, including retirement planning, ongoing retirement and income strategies, tax efficiencies, and estate considerations. Their target audience appears to include individuals approaching retirement, those already retired, and clients experiencing life transitions who require professional guidance to navigate options and assess their overall financial picture. The firm positions itself as a local advisor with a compassionate, trusted team environment and has been recognized in industry publications for its advisory work, including notable mentions on AdvisorHub’s lists. Recent developments include leadership recognitions and partnerships within the firm's leadership, reflecting ongoing growth and professional advancement. Beacon Financial Planning operates within the financial services sector and participates in activities related to wealth management and financial planning for families and individuals in the region.

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