A complete list of active advisors currently associated with Beckham Financial, LLC

Warmer can help you find a great advisor at Beckham Financial, LLC or one who fits your needs even better.

Beckham Financial, LLC is a state‑registered investment adviser established in 2024 that provides discretionary investment management and financial planning services to individuals and high‑net‑worth clients. Services include tailored portfolio management, written investment strategies, and project‑based financial planning and consulting. The firm customizes advice around client goals, time horizon, and risk tolerance, drawing on asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading approaches, and conducts at least quarterly account reviews. Clients generally engage the firm under asset‑based advisory arrangements for managed accounts or separate fixed‑fee agreements for financial planning, and advisory accounts have a $500,000 minimum. Distinctive features include the firm’s recent start‑up profile and small scale—managing roughly $6.9 million for about a dozen clients—which may result in more direct engagement with the principal and fewer operational layers than larger peers. The principal holds CFP and CIMA credentials, the firm recommends a Schwab custodial relationship, does not vote client proxies, and maintains limited custody only to the extent of fee deduction authorization.

To learn more about the advisors currently working at Beckham Financial, LLC, 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.