A complete list of active advisors currently associated with Beyond Financial Services

Warmer can help you find a great advisor at Beyond Financial Services or one who fits your needs even better.

Beyond Financial Services provides investment advice and financial planning to individuals and families, including high‑net‑worth clients, trusts, estates, special needs trustees, conservatorships, and non‑profit organizations. Services include individualized portfolio management (for investment accounts held at Raymond James), financial planning, and ancillary guidance on estate and charitable gifting matters. The firm conducts client reviews of objectives, cash flow, constraints, and risk tolerance and makes specific allocation and security recommendations that are implemented only with client consent; the brochure reports the firm manages approximately $176.7 million in non‑discretionary accounts. Investments are reviewed by an internal Investment Management Committee and monitored periodically, and clients are asked to notify the advisor of material changes so recommendations can be adjusted as needed. What is distinctive for this firm relative to peers is its primary reliance on non‑discretionary management — all recommendations require client approval before execution, which is uncommon among similar advisory practices. The advisor’s dual role as a Registered Representative and branch manager at Raymond James, plus the firm’s stated involvement in special‑needs planning, public‑benefit (Medi‑Cal) assistance and conservatorship work, and the offering of non‑advisory insurance products, creates a set of service and execution relationships that differ from many peers.

To learn more about the advisors currently working at Beyond Financial Services, 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.