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.
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: | 8 |
| 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. |
| I work with the following types of clients: | Individual Investors, Investment Clubs, Non-Profit Organizations, Businesses |
Services |
| Investment Types: | Mutual Funds, Bonds, Alternative Investments, Stocks, Insurance, Annuities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | At my office, Via phone, Video Conference, Via email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Life, Long Term Care, Variable Annuity, Variable Life, Disability |
Firm Information |
| Firm's Number of Clients: | 9200 |
| Assets Managed by Firm: | $1.15 Billion |
| Advisor's Number of Clients: | 225+ |
Compliance |
| Registered Representative: | Yes |
| Investment Advisor Representative: | Yes |
| I am an 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 |
Compensation and Fees |
| Fee Structure: | Fee-Based (Fee and Commissions) |
| 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. |
| BS - Accounting, Finance |
Indiana University
2001- 2006 |
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.
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. 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!
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Mon. | 9:30 AM - 5:00 PM |
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Tue. | 9:30 AM - 5:00 PM |
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Wed. | 9:30 AM - 5:00 PM |
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Thu. | 9:30 AM - 5:00 PM |
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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 | |
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