Connect with Top-Rated Financial Planners in Covington!

BEAM Wealth Advisors, Inc. is a financial planning firm that provides personalized wealth management services to individuals, business owners, and institutions. We offer a range of services including financial advice, investment management, retirement planning, business owner consulting, legacy planning, and charitable giving. Our team of certified financial planners and chartered financial analysts is dedicated to helping our clients achieve their financial goals and build a secure financial future. With a focus on holistic and objective financial advice, we help our clients make informed decisions about their financial lives. Our team is committed to simplifying the lives of our clients and bringing them financial peace of mind. We believe in building long-term relationships with our clients and providing customized solutions that meet their unique needs.

Branch Wealth Strategies is a financial services company that helps individuals and businesses build wealth and achieve financial freedom. Our team of experienced financial planners offers a range of services, including safe money planning, retirement and income planning, and a CPA team approach. We take a unique approach to financial planning, considering the tax code to maximize our clients' financial plans and opportunities.