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Your Trusted Financial Partners

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 NFL PA Registered Player Financial Advisor. The NFL Players Association is a separate entity from The Beacon Group of Companies, Beacon Financial Services and LPL Financial.

Corporate Retirement Plans

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Personal Wealth Management

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Professional Athlete Services

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The Beacon Group of Companies

Employee Benefits

Our experienced benefits professionals will guide you through the benefits selection process from start to finish.

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Property & Casualty Insurance

We serve all of our clients by customizing competitive insurance programs to improve workplace safety and enhance profitability.

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