Hyannis, MA — 5/7/2025 — Beacon Financial Planning, Inc., a trusted provider of integrated financial planning and wealth management services, is proud to announce a significant milestone in its ongoing evolution. Effective March 31, 2025, Katie Brennan Kane and Kelli Grew, CFP®, assumed 100% ownership of the firm, marking a new chapter in Beacon’s history.
After two decades of dedicated service in the financial planning industry, Michaela Herlihy, CFP®, has retired and stepped down from her role as President. Her vision, leadership, and client-first approach have been instrumental in shaping the firm’s identity and success.
Michaela Herlihy shared:
“My journey to retirement has been years in the making, always with our clients at the forefront. We’ve intentionally built a top-tier team dedicated to helping clients achieve their goals with integrity and care. As I step into this next chapter, I’m confident that under Katie and Kelli’s leadership, Beacon will continue to embody our client-first philosophy.”
The transition comes as part of a carefully planned succession strategy designed to ensure continuity, stability, and excellence in service. Both Kelli and Katie bring deep institutional knowledge and unwavering dedication to Beacon’s mission.
Kelli Grew, CFP®, reflected on the transition:
“It’s a true honor to step into this role. For the past several years, Katie and I have worked closely behind the scenes to ensure a seamless transition, always keeping our clients’ best interests at heart. Though the ownership has changed, the team you know and trust remains fully committed to delivering the high level of service Beacon is known for.”
Katie Brennan Kane added:
“Since joining Beacon in 2014, I’ve had the privilege of serving in nearly every role within our firm. This journey has shaped my passion for wealth management and deepened my commitment to our clients. Kelli and I are incredibly grateful for the opportunity to lead Beacon into the future while upholding the values and standards that define us.”
Beacon Financial Planning remains committed to its core mission: building strong financial foundations and lifelong partnerships through thoughtful, personalized guidance. This leadership transition is the result of years of mentoring, strategic planning, and an unwavering focus on what matters most—clients and community.
For more information about the transition or to speak with a representative from Beacon Financial Planning, Inc., please contact hello@bfpcc.com.