We Help Young Professionals Get Financially Organized

Get a Plan to Follow  •  Achieve Financial Security  •  Enjoy Life

Are You Overwhelmed by All You Want to Accomplish?

  • Getting Married & Starting a Family
  • Saving for the Future
  • Paying Off Student Loans & Debt
  • Starting an Investment Plan
  • Buying a Home
  • Getting Established in Your Career

Life can be stressful when you don’t have a plan for your finances. But it doesn’t have to be that way!

Get More From Your Finances with a Custom Plan

Get Specific Recommendations

Get clear action items you can start implementing right away!

Invest with Confidence

Our investment strategy is grounded in historical and analytical research.

Accomplish
Your Goals

No longer be in the dark about which goals you can accomplish.

Enjoy
Life

Have peace of mind knowing that you can enjoy life because you have a plan for your finances.

Why B.E.S.T. Wealth Management?

Access to a CERTIFIED FINANCIAL PLANNER™.

Building financial plans since 2006.

No upfront costs.

We understand that many people face stress and uncertainty when they don’t have a plan for their finances. Perhaps you don’t have the desire to deal with your finances, don’t have the time to give your finances the proper attention, or don’t know if you’re handling your finances in the best way. Whatever the case, we can help. By working with us, you’ll free up your time and have a plan for your finances (with specific steps to follow) so that you can spend your time doing the things you love.

3 Easy Steps to a Financial Plan

Schedule a Meeting

(virtual or in person)

Gather Financial Docs

(with our easy to use guide)

Get a Customized Plan

(with specific recommendations)

Your Goals

  • Get Married
  • Start a Family
  • Buy a Home
  • Pay Off Student Loans
  • Establish Career
  • Start Investing

It's Not Right That Many Firms Only Work With the Wealthy

As a Young Professional, you have a unique set of goals such as getting married, starting a family, buying a home, and getting established in your career.

As you sort through these goals, a lightbulb goes off and you realize that you need help with making financial decisions. Unfortunately, 

what you discover is that many financial planning firms only work with the wealthy.

Perhaps you’ve talked to a company or two and found out that you are not “big enough” for them to work with because you don’t meet their investment minimums. When you hear something like that, it makes you angry. It would be similar to doctors only working with the healthy. Ludicrous, right???

Do you remember when you were in college or recently graduated from college and you tried to get your first credit card. The credit card company likely told you that you need credit in order to get a credit card. But you were confused and wondered how in the world you can establish credit if you can’t get a credit card. It was a vicious circle. Likewise, you are now being told that you can’t get help with building wealth unless you already have wealth.

Now that you’ve started your career you thought you were past all that non-sense, yet you find yourself right back in it again with these types of financial planning firms.

We Won't Treat You That Way

At B.E.S.T. Wealth Management, we don’t require you to have a certain amount of investments nor do we have a minimum fee.

We understand that you’re just starting out trying to establish a good plan for the future so that you can build up your wealth over time. And we want to offer you the help that you’re looking for and not turn you away like many other firms do. In other words,

if you want help, we’ll help you!

After all, we were founded on the principle that 

everybody deserves financial planning advice and help with investing money!!!

You're Not Too
Small For Us!

Contact us to learn
more about:
  • No Investment Minimums
  • No Minimum Fees
  • Achieving Your Goals
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