A complete list of active advisors currently associated with Beekman Financial Planning LLC

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

Beekman Financial Planning LLC is an independent, single-advisor registered investment adviser that serves individuals and small-business clients, including pension and profit-sharing plans, with financial planning, investment consultation, and investment supervisory services. Its planning services cover cash flow and debt management, retirement and education funding, tax and estate planning, and periodic investment advice tailored to client circumstances. The firm combines fundamental and cyclical analysis and uses a mix of approaches — including active management, core-and-satellite, and modern portfolio theory — to construct diversified portfolios and, where appropriate, investment policy statements. Although it can accept discretionary mandates, the firm reports that the majority of its assets under management are handled on a non-discretionary basis, so clients typically retain prior approval for transactions; accounts are monitored and reviewed on a regular basis. Distinctive features include a small, concentrated client roster with roughly $8.5 million in assets under management and a practice emphasis on non-discretionary arrangements, along with the offering of periodic educational workshops for the public. The firm is run by a solo CFP‑credentialed adviser who also maintains insurance licensure (a disclosed potential source of additional compensation), and it generally asks advisory clients to custody assets with specified institutional custodians and participates in those custodians’ adviser service programs.

To learn more about the advisors currently working at Beekman Financial Planning 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.