Beacon Financial Planning named one of AdvisorHub's Top 250 RIAs to Watch in 2025!

Beacon Financial Planning has been named one of AdvisorHub's "Top 250 RIAs to Watch in 2025". This prestigious and national recognition reflects our ongoing commitment to excellence and the deeply personal approach we bring to every client relationship.

At Beacon, our mission is to empower individuals and families to achieve financial peace of mind through compassionate guidance, unwavering integrity, and a deep sense of responsibility. Being included among the top RIAs reaffirms our belief that wealth management is not just about numbers—it's about building trust, delivering clarity, and making every financial decision with care and transparency.

"This honor is shared across our entire team. I truly believe you’d be hard-pressed to find a group more dedicated to their clients than us. Integrity, trust, and collaboration are what got us here, and we're excited for the future!" - Kelli Grew, Managing Partner & CFP®

We are also delighted to share that Katie Brennan Kane has earned the the Accredited Investment Fiduciary® (AIF®) designation. This certification demonstrates our commitment to upholding the highest standards of fiduciary care and ethical responsibility when serving our clients and acting in their best interest. 

We are proud to stand among the industry's best and remain focused on what matters most: helping our clients build a secure, confident future guided by trust and excellence.