Corporate Retirement Plans & Wealth Management

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Who We Are

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 reduction 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 a MLB player advisor and financial advisor member with the NFL Players Association. The NFL Players Association is a separate entity from Beacon Financial Services and LPL Financial.