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Justin B

Series 66

Louisville, KY

Edelman Financial Engines

Justin Beavers is a financial advisor with Edelman Financial Engines in Louisville, KY, holding a Series 66 license and 15 years of industry experience. He previously worked at LPL and Commonwealth Bank & Trust and has been with Edelman Financial Engines since 2017. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Andrew T

Series 66

Louisville, KY

Edelman Financial Engines

Andrew Thomas is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds the Series 66 designation and has previously worked at U.S. Bancorp Investments, U.S. Bank, and JP Morgan Chase Securities. Outside of his advisory work, he serves as president and coach of a nonprofit youth baseball travel team. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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