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Val B
CFP®, Series 65
Columbia, SC
Beers Kight Financial Advisors, LLC
Val Beers is a CFP® professional with 17 years of industry experience and is a managing member at Beers Kight Financial Advisors, LLC, where he has worked since 2012. The firm provides investment advisory services to high-net-worth individuals and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. It emphasizes a long-term, diversified asset allocation strategy using mutual funds, ETFs, equities, fixed income, cash equivalents, and REITs, managing accounts primarily on a discretionary basis through unaffiliated custodians. The firm is affiliated with McGregor & Company, LLP, a CPA firm, and operates with a two-advisor team overseeing approximately $180.8 million across about 96 client relationships.
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