A Long-Standing Commitment

With over 20 years in Defined Contributions consulting, we’ve helped hundreds of companies navigate the current legislative environment, provide quality investments, and deliver better outcomes for plan participants.

 

A Deep Understanding of All Financial Stability Can Mean

A company’s retirement plan is one of its employees’ largest financial assets by the time they retire. If we can continually improve their financial position through proper fiduciary oversight, financial education, and social engineering, we can improve that individual’s retirement. And impact generations to come.

What Guides Our Approach

Our Independence

We do not offer any proprietary products and are able to access the tools and investment products necessary to best serve our clients’ needs.

Our Mission

Beale Financial Group’s mission is simple: Help People. We want to help as many people as possible as they navigate the complicated world of financial services.

Our Vision

Help employers provide well-designed, world-class retirement plans and be a trusted partner for participants as they navigate their financial future.

Beale Financial Group Keeps Accredited Investment Fiduciaries® On Staff

Here’s why that matters.

The AIF® is a professional certification. To receive this designation, one must demonstrate the educational, competence, conduct, and ethical standards necessary to carry out a fiduciary standard of care and serve the best interests of their clients.

Get to Know Our Leaders

William Beale

Director, AIF®

Wiliam Beale has a storied career in retirement plan consulting, design, and management. Over the past 25 years, he has received well-earned recognition for his professional achievements.

Brendon Costa

Director of Wealth Management, AIF®

Brendon Costa brings more than 25 years of experience in developing long-term strategies that help individuals and families manage their wealth as they seek to achieve their long-term financial goals.