The Mission of Beeson & Company is to provide objective, fee-only financial counseling at a reasonable cost.

One of the most important things we do is listen to our clients needs, hopes and concerns. We take a holistic approach and look at your total financial picture, not just investments. Time is devoted toward quantifying and qualifying financial goals and the determination of your tolerance for various types of risk.

We work in partnership with our clients to build a realistic plan to achieve your goals. Once this plan is written, only then do we create, implement and monitor an investment strategy designed to achieve your goals.

No Conflict of Interest

We receive no compensation in any form other than our clients fees. This helps assure objectivity in working with you. We do not sell any financial product, prepare tax returns or draft legal documents.

Core Assumptions and Process

• One of the most important decisions we assist our clients make is how to allocate assets among basic investment classes such as cash, bonds and stocks.
• Past performance has no predictive power to assure future results in selecting mutual funds or money managers.
• Most investment vehicles and financial services are too expensive. High cost decreases clients overall return and should be avoided. 
• Low cost, no-load "index" and actively managed asset class mutual funds appear to be the most efficient way to generate market returns.
• Broad diversification among and within investment asset class categories can increase returns as well as reduce market volatility or risk.