Beacon Financial Services

Beacon Financial Services

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Always Looking Out For You We have and always will exhibit fiduciary excellence. Beacon Financial Services is not affiliated with Kestra IS or Kestra AS.

At Beacon Financial Services, a member of The Beacon Group of Companies, we have proudly served corporate retirement clients
since 1996. As seasoned retirement plan advisors, we provide investment fiduciary services to many businesses regionally. Beacon Financial Services serves as business & personal financial advisors that provide personalized service and advice on investments, insurance, and ot

To Catch a Thief 06/23/2026

Protect yourself from identity theft.

To Catch a Thief Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Protection Against Uninsured Drivers 06/21/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

Protection Against Uninsured Drivers You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Managing an Inheritance 06/19/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

Managing an Inheritance A windfall from a loved one can be both rewarding and complicated.

What If You Get Audited? 06/18/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

What If You Get Audited? The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

06/17/2026

Passive investing has gained popularity by keeping costs low and capturing most of the market’s return. It’s an advantage that has set a high bar for active managers. But a new form of active management is emerging, and in this week’s Markets in a Minute, KIM Portfolio Manager Michael Humbert explains why active management is becoming an increasingly important complement in portfolios.

www.kestraim.com

Succeeding at Business Succession 06/16/2026

Business owners should consider a succession plan sooner rather than later.

Succeeding at Business Succession There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

How Boomers and Millennials Differ 06/14/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

How Boomers and Millennials Differ The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

How Much Home Can I Afford? 06/12/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

How Much Home Can I Afford? Estimate how much home may fit within your budget based on income and expenses.

Personal Finance Tips for Military Families 06/11/2026

U.S. Service Members should consider taking advantage of programs that are available.

Personal Finance Tips for Military Families Military families face unique challenges, making personal finance even more critical.

Rent vs Buy Calculator 06/09/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Rent vs Buy Calculator Compare the long-term financial outcomes of renting versus buying a home.

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Address


1200 Liberty Ridge Drive
Wayne, PA
19087

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm