What departments does Beacon Financial Planning have?

Beacon Financial Planning has employees across 3 departments including Administrative, Finance, Support.

What is the largest department at Beacon Financial Planning?

The largest department at Beacon Financial Planning is Finance with 2 employees.

Where are Beacon Financial Planning employees located globally?

Beacon Financial Planning has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Beacon Financial Planning's team size changed over time?

Beacon Financial Planning's team has remained stable from approximately 8 to 8 employees based on available data.

Beacon Financial Planning Employee Directory

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.

Beacon Financial Planning Global Highlights

North America
16

United States Of America
16

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Beacon Financial Planning's Leadership

W. H.
President
Mobile Phone
Email
K. B. K.
Managing Partner & Cco
Mobile Phone
Email
M. E. K.
Director Customer Experience
Mobile Phone
Email
K. L.
Office Manager
Mobile Phone
Email
H. L.
Wealth Advisor
Mobile Phone
Email
N. S.
Financial Advisor
Mobile Phone
Email
C. B.
Financial Advisor
Mobile Phone
Email
M. F.
Paraplanner
Mobile Phone
Email

Beacon Financial Planning Employee Metrics

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50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Beacon Financial Planning

Name

Title

Contact

Location

Last Update

K. G.
Managing Partner & Co President
Mobile Phone
Email
United StatesMassachusetts
Oct 21, 2025

Frequently Asked Questions

What is Beacon Financial Planning known for?

Beacon Financial Planning was founded in 2015 operates in the Financial Services industry. Explore Beacon Financial Planning's company overview page for more information.

What is Beacon Financial Planning's most common email format?

Beacon Financial Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Beacon Financial Planning email formats with LeadIQ.

How many employees does Beacon Financial Planning have currently?

Beacon Financial Planning has approximately 15 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Beacon Financial Planning's key employees and leadership?

As of July 2026, Beacon Financial Planning's key employees include:

President: W. H.
Managing Partner & Cco: K. B. K.
Director Customer Experience: M. E. K.
Office Manager: K. L.
Wealth Advisor: H. L.

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Beacon Financial Planning Employee Directory

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