The Beacon Group at Morgan Stanley

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The Beacon Group


Empowering participants with the education & tools to help retire with respect & dignity on their own terms.

Our Story and Services

Our Team

As Corporate Retirement Directors, we are qualified to assist sponsors of qualified and non-qualified retirement plans.  By identifying and evaluating your company’s needs and delivering an array of resources to help achieve your desired results, we can help you make the most of your retirement plans and offer guidance on how to make your fiduciary responsibilities a little less overwhelming.  By helping to make the management of your retirement plan easier—you can continue to focus on running your business.  
We also provide individuals with comprehensive wealth strategies to assist them in meeting their financial goals.  For us, retirement planning means helping you maintain the financial independence you’ve worked your whole life to achieve. By understanding your unique goals, values and circumstances we can develop customized strategies to help ensure you have the means to pursue what's most important to you.

Our experienced team looks forward to providing you with the highest level of personal service.

Services Include

  • Wealth Management
  • Business Planning
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Financial Planning
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Retirement Planning

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.



  • Noel Wolfe; 401(k) Wire's Top 300 Most Influential Advisors in Defined Contribution Plans (2009-2017)
  • The Beacon Group; PLANSPONSOR Top 100 Retirement Plan Advisers (2010-2014, 2016)
  • The Beacon Group; PLANSPONSOR Finalist for Retirement Plan Adviser Team of the Year (2016)
  • The Beacon Group; NAPA 401(k) Advisor Leadership Award Semifinalist (2016)
  • Mark Doknovitch; NAPA Young Guns Top 50 Advisors Under 40 (2015)
  • Noel Wolfe; Philadelphia Magazine Five Star Wealth Manager (2013-2017) for Business Planning
  • Scott Myers; Philadelphia Magazine Five Star Wealth Manager (2013-2017) for Financial Planning
  • Mark Doknovitch; Philadelphia Magazine Five Star Wealth Manager (2013-2017) for Investments



  • 1787 Sentry Parkway West, Bldg. 18
  • Ste. 440
  • Blue Bell, PA 19422

    Meet The Beacon Group

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Ready to start a conversation? Contact The Beacon Group today.

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