ABOUT US

BEW: Driven by Purpose Powered by Expertise

We build lasting relationships by understanding intimate details of every client — their goals, dreams, challenges, concerns — and designing strategies that adapt to them. Because you deserve more than just wealth management. You deserve to live fully, confidently, and on your own terms.
Meet With Us

35+ years
Of Client Relationships
11 Advisors
committed to your well being
100% Employee-Owned
Since 1989

“True financial success is built on foresight, adaptability, and the courage to act decisively when others hesitate.”

—

Jeremy Welch, CFP®
Senior Advisor, Managing Principal

Group 391

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.

Meet our team

What We Do

Investment Management

We deliver evidence-based strategies to preserve and grow your wealth, while minimizing risk and maximizing tax efficiency. 

LEARN MORE

Financial 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 MORE

Retirement 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 MORE

Our Insights

Debt, the Dollar, Gold and More with DFA’s Apollo Lupescu

Yesterday, we hosted Dr. Apollo Lupescu, Vice President at Dimensional Fund Advisors, for a wide-ranging 55-minute conversation on markets, rates, debt, and the dollar. Apollo is known for making complex topics simple, and he tackled some tricky subjects. Click the link below to watch the replay. Summary highlights follow. A Surprisingly Strong Year for Investors   […]

Read More

Year-End Deadlines

As we near year-end, take note of the following deadlines   401(k) & 403(b) Contributions  529 Withdrawals   Qualified Charitable Distributions (QCDs)    Medicare Open Enrollment    

Read More

Markets Rise, Bubble Talk Returns

People like stories. Stories need drama.   Some quarters deliver it in spades. This spring, we had Liberation Day and the Tariff Tantrum.   Last quarter was different. Markets climbed from start to finish. Stocks and bonds. U.S. and international. Large cap and small cap. All higher.  But there was not much drama. And when markets don’t […]

Read More
Skip to content