Beacon Financial Planning, Inc.

Beacon Financial Planning, Inc. (CRD# 175372) is a financial advisory firm headquartered in Hyannis, MA. They manage $311,752,023 in 912 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    312
    MILLION
  • Total Number of Accounts
    912
    ACCOUNTS
  • Average Account Value
    $341,833
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NH, TX

Financial Advisors at Beacon Financial Planning, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Kelli M. Grew
CRD#: 6100911
72 Pine Street, Hyannis, MA 02601

Kelli Grew (CRD# 6100911) is an Investment Advisor Representative working at Beacon Financial Planning, Inc. in Hyannis, MA and has over 10 years of experience in the finance industry. Kelli Grew has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michaela G. Herlihy
CRD#: 5309597
72 Pine Street, Hyannis, MA 02601

Michaela’s career in financial planning began over a decade ago after she graduated from Boise State University. She began learning the business from the ground up, starting as an assistant at Beacon Financial Planning, Inc in 2005.  With her interest in helping people meet their financial goals piqued, Michaela decided to earn her certificate in Financial Planning at Boston University in 2008 and completed her CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation the same year.

After nearly six years as a financial planner with Wellesley-based Michael A. Schreiber & Associates, where she developed a comprehensive knowledge of investing, retirement and college planning, tax evaluation, risk management, and estate planning, Michaela re-joined the family business in 2012 and relocated to Cape Cod to manage our Hyannis office. Upon announcing her transition, 100% of Michaela’s existing clients followed her to Beacon. Today Michaela is the President of Beacon Financial Planning of Cape Cod, Inc. 

Michaela is passionate about helping her clients evaluate their needs and establish sound financial solutions to help them realize their dreams. “There’s a great sense of satisfaction when clients share their confidence in the plan we have developed together, noting with their financial house in order they can focus on that which brings them most joy – their business, family, golf, or whatever it may be.”

3
Lauren G. Lindsay
CRD#: 3139075
Houston, TX

Lauren Lindsay (CRD# 3139075) is an Investment Advisor Representative working at Beacon Financial Planning, Inc. in Houston, TX and has over 24 years of experience in the finance industry. Lauren Lindsay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kathleen E. Kane
CRD#: 7073181
72 Pine Street, Hyannis, MA 02601

Kathleen Kane (CRD# 7073181) is an Investment Advisor Representative working at Beacon Financial Planning, Inc. in Hyannis, MA and has over 4 years of experience in the finance industry.

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