Beacon Financial Planning, Inc.

Heather Lynch is a financial advisor at Beacon Financial Planning, Inc. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Boston Private Wealth LLC. Beacon Financial Planning, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management and financial planning. The firm employs a long-term investment approach using fundamental analysis and Modern Portfolio Theory, primarily utilizing low-cost diversified mutual funds and ETFs, and offers public educational seminars and workshops.

Caden Buckley is a CFP® professional with one year of experience at Beacon Financial Planning, Inc. Prior to joining Beacon, he worked at Redfin and Cape Cod 5. Outside of his financial advisory role, Buckley coaches sailing to children ages 8 to 14 at Sail Newport, a nonprofit public sailing center. Beacon Financial Planning, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management and financial planning. The firm’s investment approach emphasizes long-term strategies using low-cost diversified mutual funds and ETFs, supplemented by individual securities when appropriate.

Michaela Herlihy is a CFP® with 16 years of experience in financial advising, currently working at Beacon Financial Planning, Inc. She has been with the Beacon organization since 2012, serving clients through its various affiliated entities. Outside of her advisory role, she owns and promotes an eCommerce business called ChoZenFam. Beacon Financial Planning, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering discretionary wealth management and financial planning with a long-term investment approach that includes fundamental analysis and Modern Portfolio Theory.

Joshua Coffey is a financial advisor at Beacon Financial Planning, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Beacon, he worked at Northwestern Mutual Investment Services LLC and Cape Cod Five. Outside of finance, he is the owner of 617 Supply, a clothing brand focused on design and manufacturing. Beacon Financial Planning, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary wealth management and financial planning. The firm employs a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, utilizing diversified mutual funds and ETFs along with individual securities as appropriate.

Marco Farina is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Beacon Financial Planning, Inc. and has previously worked at Westview Investment Advisors, Exencial Wealth Advisors, and held various roles in educational and municipal institutions. Beacon Financial Planning, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management and financial planning. The firm’s investment approach combines fundamental analysis and Modern Portfolio Theory, focusing on long-term portfolios built primarily from low-cost diversified mutual funds and ETFs.

Kelli Grew is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. She has worked at Beacon Financial Planning, Inc. since 2019 and previously spent seven years at Highsight, LLC dba AAFCPAs Wealth Management. Beacon Financial Planning, Inc. is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term investment approach combining fundamental analysis and Modern Portfolio Theory, utilizing low-cost diversified mutual funds and ETFs alongside individual securities when appropriate.

Kathleen Kane is a financial advisor at Beacon Financial Planning, Inc. in Hyannis, MA, holding a Series 65 designation with six years of industry experience. She has been with Beacon Financial Planning since 2014. Beacon Financial Planning, Inc. is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm offers discretionary wealth management and financial planning with an investment approach that combines fundamental analysis and Modern Portfolio Theory, emphasizing long-term portfolios built mainly from low-cost diversified mutual funds and ETFs.