Beacon Financial Services
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
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.
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?
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.
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.
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.
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.
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.
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.
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.
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 |