A complete list of active advisors currently associated with Beyond Wealth

Warmer can help you find a great advisor at Beyond Wealth or one who fits your needs even better.

Beyond Wealth is a small advisory firm that serves individuals, high-net-worth clients, and charitable institutions while also providing retirement plan consulting to businesses. The firm offers comprehensive financial planning bundled with investment management and manages discretionary portfolios for roughly 147 clients with about $122 million in assets under management. The firm’s investment process emphasizes fundamental equity analysis and a multi-year horizon, with a stated philosophy that lower-risk stocks offer better returns over time; it builds strategic asset allocations that may include large- and small-cap equities, international stocks, fixed income, derivatives, alternative investments, and currency management. Clients can impose restrictions on asset classes, portfolios are reviewed at least quarterly with weekly cash-position checks, and Beyond Wealth typically recommends Schwab Institutional for custody and execution. Noteworthy features include the firm’s practice of offering services only as a comprehensive bundle rather than as standalone planning or management, and its inclusion of derivatives, alternatives, and currency management in its investment toolkit—elements that are less common for firms of this size. The firm also provides retirement-plan engagements in discretionary and non-discretionary forms, has adopted the CFA Institute’s Code of Ethics, does not vote client proxies, and has recently applied for SEC registration.

To learn more about the advisors currently working at Beyond Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.