Johnathan Breen, JD, CFP®
Providing guidance to navigate the complexities of your financial life.
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Serving Clients Nationwide
Providing guidance to navigate the complexities of your financial life.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Johnathan Breen, JD, CFP®
Johnathan Breen is Founder & CEO of Beacon Way Wealth where he helps individuals and families navigate the complexities of their financial lives through personalized, comprehensive planning. With a focus on retirement planning, wealth management, tax strategies, and estate planning, Johnathan brings a multidisciplinary approach to each client relationship—drawing on his legal background to support family and generational wealth planning.Since entering the financial services industry in 2014, building upon a successful legal career which began in 2010, Johnathan has worked at the intersection of law, finance, and tax. He believes in a collaborative, goal-based planning process, often coordinating with legal and tax professionals to ensure his clients’ full financial picture is aligned and optimized.
Johnathan holds a J.D. from Syracuse University College of Law and a B.S. in Business Administration from Sacred Heart University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and 66 licenses, as well as insurance licenses.
In addition to his work at Beacon Way Wealth, Johnathan is the managing attorney of his law firm. Outside of the office, he enjoys staying active and has played both indoor and beach volleyball at a semi-professional level. He lives in Massachusetts with his wife, Danielle, and their two daughters, Adeline and Madison.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Juris Doctor (J.D.)
Primary Location
900 Cummings Center Suite 201-U, Beverly, MA 01915
Additional Locations
📍 111 Williams Street Mansfield, MA 02048
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Beacon Way Wealth Management, LLC
At Beacon Way Wealth Management, we provide personalized financial planning and wealth management solutions designed around your priorities and long-term objectives. We take the time to understand your complete financial picture — including investments, retirement goals, income needs, and legacy planning — so every strategy reflects what matters most to you.Our process begins with clarity and moves forward with purpose. We evaluate where you stand today, identify opportunities, and create a focused plan designed to guide your financial decisions with confidence, now and in the years ahead.
Advisory services offered through OneSeven. Services are provided under the name Beacon Way Wealth Management, a DBA of OneSeven. OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Beacon Way Wealth Management represent the individual’s role with Beacon Way Wealth Management, and not their role with OneSeven. Securities offered by Fortune Financial Services, Inc., member FINRA/SIPC. Fortune Financial Services, Inc. and OneSeven are separate entities.
Education
Syracuse University College of Law, J.D. | Sacred Heart University, B.S. in Business Administration
Hobbies and Interests
- Family
- Volleyball
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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