Beacon Financial Services Email Format

Financial ServicesPennsylvania, United States11-50 Employees

Beacon Financial Services is a midsize financial services firm based in Wayne, Pennsylvania, that provides personalized guidance on investments, insurance, and planning strategies. It serves high net worth individuals, business owners, corporate clients, and professional athletes, offering tailored services across asset management, corporate retirement plans, personal retirement planning, estate planning, tax planning, and business succession planning. The firm emphasizes a disciplined, client-focused approach to delivering these advisory services.

Investment products are offered through Kestra Investment Services, LLC, while advisory services come via Kestra Advisory Services, LLC, with Beacon Financial Services not affiliated with Kestra. In November 2023 Beacon Financial Services published The Hidden Fee Manifesto, a white paper addressing cost issues in the 401(k) industry.

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