Tom grew up just a few miles outside of Harlan, Indiana. He attended Woodlan High School and graduated in 2001. After high school, Tom then attended Indiana University in Fort Wayne. In 2006, Tom received a double bachelors degree in Accounting and Finance, and a minor in Mathematics. After graduation, Tom began his career as a financial advisor.
On a personal level, Tom met his beautiful wife while in school, during the spring of 2006. They were married in the summer of 2008, and now reside in Fort Wayne, where they also attend Calvary Baptist Church. Tom and Megan have 2 daughters and a son. In his rare free time, Tom enjoys growing giant pumpkins and spending time with his family. Tom's pumpkin achievements culminated in 2002 with a 1097.5 pound pumpkin which at the time was the all-time 11th heaviest officially weight pumpkin in the world.
If you would like to know anything else about Tom, ask. He is not shy!
Beachy Wealth Management LLC is a full service financial planning firm that believes in diversification as the focus of building a portfolio. Tom is an independent CERTIFIED FINANCIAL PLANNER™ Certificant, thus is not limited to any company's products. He believes in educating his clients on what their strategy is, how they accomplish it. Tom has the heart of a teacher, and believes that an educated client is more likely to work with him than another advisor.
Adviser not licensed in all States. Advisory services are provided through Creative Financial Designs, Inc. a Registered Investment Advisor and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC.
Beachy Wealth Management, LLC is not affiliated with the CFD companies.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Elizabeth Twietmeyer
Elizabeth grew up in Wisconsin, where her favorite childhood activity was helping her family make maple syrup from start to finish. She earned her bachelor's degree in mathematics from Concordia University Wisconsin. While there, she met her husband Andrew. They now have two beautiful daughters. Elizabeth enjoys sewing, writing letters, and decorating birthday cakes for her girls.
General Information |
| Firm Start Year: | 2006 | |
| No. of Employees: | 2-4 | |
| Insurance License#: | 522450 |
| Name of Broker/Dealer: | CFD Investments, Inc. |
| States Licensed in: | IN, OH, MI, FL, PA, GA |
| Number of Years with Current Firm: | 13 |
| Work Experience: |
Tom has been in the industry since 2006 and serving clients successfully ever since. He is a CERTIFIED FINANCIAL PLANNER", and licensed and experienced with Brokerage, Managed Accounts, Mutual Funds, Annuities, Stocks, Bonds, Alternative investments, Life Insurance, and other types of investments. He believes the foundation of a good portfolio is diversification. As an independent financial planner, he can recommend most companies and is not limited to the products and services of any specific company. Tom has the heart of a teacher and wants to make sure clients are informed so they can make the right choices to fit their situation. Advisory services are provided through Creative Financial Designs, Inc. a Registered Investment Advisor and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC. Beachy Wealth Management, LLC is not affiliated with the CFD companies. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER", in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management |
Services |
| Investment Types: | Mutual Funds, Bonds, Stocks, Annuities, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Phone, Email, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Life, Variable Annuity, Long Term Care, Variable Life, Disability |
Firm Information |
| Firm's Number of Clients: | 9200 |
| Assets Managed by Firm: | $1.15 Billion |
| Advisor's Number of Clients: | 400+ |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | NA |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee |
| Additional Details on Charges: | We customize a situation that works for all parties based on your needs. |
Education |
| BS - Accounting, Finance | Indiana University
2001- 2006 |
FAQs |
What services do you provide? What are your specialties?We are a full service Financial Planning firm. |
What is your experience? How many clients do you currently manage?I have been in the business over 11 years, and maintain well in excess of 150 clients. |
What financial institution(s) do you represent?I am an independent advisor. We are not married to any specific company or product. |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
|
Additional Detailed Disclosures |
Disclaimer |
| Advisory services are provided through Creative Financial Designs, Inc. a Registered Investment Advisor and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC. Beachy Wealth Management LLC is not affiliated with the CFD companies. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:30 AM - 5:00 PM |
| Tue. | 9:30 AM - 5:00 PM |
| Wed. | 9:30 AM - 5:00 PM |
| Thu. | 9:30 AM - 5:00 PM |
| Fri. | 9:30 AM - 5:00 PM |
| Albion | Antwerp |
| Auburn | Avilla |
| Butler | Cecil |
| Churubusco | Columbia City |
| Convoy | Corunna |
| Craigville | Decatur |
| Fort Wayne | Garrett |
| Grabill | Harlan |
| Haviland | Hicksville |
| Hoagland | Huntertown |
| Laotto | Latty |
| Leo | Markle |
| Monroeville | New Haven |
| Ossian | Payne |
| Roanoke | Saint Joe |
| Spencerville | Uniondale |
| Waterloo | Woodburn |
| Yoder | Zanesville |
| The Greater Fort Wayne area | |
 |
 |
 |
 |