BEW: Driven by Purpose Powered by Expertise
“True financial success is built on foresight, adaptability, and the courage to act decisively when others hesitate.”
Jeremy Welch, CFP®
Senior Advisor, Managing Principal
We Don’t Settle. Neither Should You.
At BEW, relationships come first. Our advisors blend decades of experience with an unwavering commitment to knowing you — personally and financially.
As a boutique, highly-credentialed team, we never sacrifice attentiveness for scale. We stay ahead of the curve, proactively pursuing forward-thinking strategies to best position you for long-term success.
Meet the team that’s invested in your success.
What We Do
Investment Management
We deliver evidence-based strategies to preserve and grow your wealth, while minimizing risk and maximizing tax efficiency.
LEARN MOREFinancial Planning
At BEW, every decision is rooted in your long-term success. That starts with a precise framework for decision-making — your financial plan.
LEARN MORERetirement Plan Services
Attracting and retaining top talent is vital to your business’s longevity. We design, implement, and manage retirement plans that help your business cement a long-term competitive edge.
LEARN MOREOur Insights
Alex Soderberg
Lead Advisor, Director of Advisor Development
The Best Financial Advice Starts With Better Questions
Most of the people I work with have spent decades making good decisions. They’ve run businesses, climbed the corporate ladder, invested consistently, and lived within their means even as their means expanded. While their paths may be different, they tend to share a common set of qualities: discipline, good instincts, patience, and deliberate decision-making. Because […]
David Espineira
Director of Retirement Plans
Why Your Best Employees Leave and How Retirement Benefits Can Help You Keep Them
Losing a senior employee is expensive. According to the Work Institute’s 2025 Retention Report, replacing an employee costs roughly 33% of their annual salary in recruiting, onboarding, and lost productivity. For a senior attorney, advisor, or physician earning $300,000+, that’s at least $100,000 — before accounting for disrupted client relationships and the institutional knowledge that […]
David Espineira
Director of Retirement Plans
Is a Cash Balance Plan Right for Your Business?
You’ve maxed out your 401(k). You’ve added profit sharing contributions. And yet, when you look at your tax bill, you’re still writing a check to the IRS that feels like a significant portion of your annual productivity. Traditional retirement vehicles have a ceiling. In 2026, a profit sharing 401(k) plan can provide annual contributions of […]