Creating Financial Security

Our mission is to surround you with a team of experts who are experienced and thoughtful in helping you achieve financial health by aligning your intentions with your actions.

Team Beyer 2018


A Message from Rick Beyer

"We are a wealth management firm that will help you through each stage in the financial planning process.  We work with beginning professionals, high net worth individuals, businesses and institutions. My personal passion is to help businesses and institutions attract, retain and provide meaningful benefits in order to keep your organization competitive and profitable. 

I am confident we can provide innovative solutions, using world-class insurance products and internationally recognized investment strategies. Whether you are focused on your own financial needs, or the needs of your business, we can help you identify a comprehensive plan to help you achieve your goals."

Rick Beyer's Signature