A complete list of active advisors currently associated with Beacon Veterinary Wealth

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

Beacon Veterinary Wealth provides investment management, written financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and employer-sponsored pension and profit-sharing plans. The firm also offers educational seminars and speaking engagements on financial topics for groups and organizations. BVW operates as a fee-only adviser and typically manages client portfolios on a discretionary basis using asset-allocation models that blend passive and active strategies and may include mutual funds, ETFs, stocks, bonds, and a focused allocation to Bitcoin. The firm may recommend or retain independent outside managers, subscribes to model portfolios through the Altruist Model Marketplace, and delivers financial-planning work product in the form of written reports under recurring fixed-fee engagements. What is distinctive in the brochure is the combination of services that are atypical for similar firms: recurring fixed-fee financial planning, ongoing retirement-plan consulting/management with ERISA fiduciary considerations, and paid public seminars. The firm also requires clients to establish accounts on the Altruist custody platform for execution, limits its digital-asset advice to Bitcoin, and discloses that it does not offer performance-based fee arrangements or private-fund advisory services.

To learn more about the advisors currently working at Beacon Veterinary 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.

Name	Location	Years of experience
Ryan Koopmans	Brentwood, CA	4

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