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Beacon Financial Services operates as business and personal financial advisors providing 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.
Beacon advisors are investment advisor representatives* serving the financial needs of professional athlete clients. Headed by Brian Menickella, founding partner, Beacon brings its extensive experience in managing corporate retirement and pension plans to the professional athlete client. In the conservative world of managing the assets of some of the area’s most prominent companies, Beacon is sensitive to the need to eliminate unnecessary risk, while striving to provide stable, predictable returns. Since its inception in 1996, Beacon has worked on developing a stellar reputation as a respected leader in the financial services arena.
*As investment advisor representatives of LPL Financial