ABOUT BEYOND

In the next ten years, 40% of financial advisors will retire. Beyond FinancialAdvisors exists to support those individuals.  We built a TEAM that will last BEYOND one individual advisor, regardless of whether that means career, life, or health.   Clients should never feel alone or left clamoring to find an advisor they trust, which is where we bring stability.  Advisors can be confident that someone is always there now and BEYOND to support the next generation. Our business specializes in providing succession planning to other financial advisors.

By leveraging a strong lineup of select professional money managers, we can ensure a continuation of investment strategy and experience for clients...even if you are no longer involved.  Our technology provides the opportunity to utilize multiple managers in one account, allowing our team to focus more on servicing your needs BEYOND investments, emphasizing the overall experience.  We focus on being responsive, attentive, and transparent, with a simple fee structure.   As a fiduciary, Beyond maintains your assets with an established and reputable custodian, giving you peace of mind.