Need A Personal CFO?

Get a financial advisor who works as hard as you do.

As featured in:

  • You’re successful, but managing your wealth feels stressful and fragmented.

  • You worry about missing opportunities or making costly mistakes—but don’t have the time to untangle it all.

  • You want financial advice but hate pushy sales pitches and hidden fees from typical financial advisors.

Does this sound like you?

“We’ll take the weight off your shoulders and act as your personal Chief Financial Officer—your 1:1 guide for every financial decision.”

-Melody Brady, Founder & Principal Financial Planner

MBA, CERTIFIED FINANCIAL PLANNER®

Here, Your Financial Goals Always Come First 

Overwhelmed by financial complexity? Let’s fix that.

Transparent, Flat Fees

No hidden costs. No surprises. No conflicts of interest. 

Personalized Attention

A lower client-to-advisor ratio means you get our full focus every time.

Create strategies for today’s decisions and tomorrow’s legacy.

Build For Generations

Life is busy enough—your financial advisor shouldn’t add to the chaos. It’s time to finally align your finances with your life goals.

FREE DOWNLOAD

Have you hit the most important financial milestones yet? 

Download our Financial Milestones Guide and find out if you’re on the right track towards financial wellness! 

Let’s Maximize Your Wealth Together

Ready to feel confident, in control, and supported every step of the way? Learn more about how it works when you partner with Beechmont.

Frequently Asked Questions 

  • A Certified Financial Planner® helps you set and achieve your financial goals by creating a personalized plan that aligns with your life’s priorities. From retirement planning to estate planning and optimizing your investment portfolios, a financial planner provides expert guidance tailored to your unique circumstances. They can help you manage mutual funds, navigate tax planning, and even coordinate with other professionals, like CPAs or attorneys, to ensure your financial life stays on track.

  • Fees for financial planning services vary depending on the planner's business model and the types of services offered. At Beechmont Financial, we use a flat-fee structure, eliminating hidden costs or conflicts of interest. Some planners charge based on assets under management or an hourly rate, but our transparent approach ensures you know exactly what to expect. This makes professional financial advice more accessible and predictable.

  • Yes, working with a financial planner can transform your financial journey by providing clarity, strategy, and peace of mind. A skilled planner, particularly a fee-only financial planner with fiduciary duty, focuses solely on your best interests. They can help with wealth management, risk tolerance, investment strategies, and even planning for major life events like buying a home or funding a child’s education. A trusted planner ensures your financial plans align with your goals, helping you avoid costly mistakes and maximize opportunities.