BEAM / BGA Wealth

BEAM / BGA Wealth We are Registered Investment Advisors. Being an RIA means that we have a legal fiduciary duty to provide suitable investment advice to our clients.

Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get

back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan. Area of Focus

-Small Business
-Saving for Education
-Employee Stock Options
-Estate Planning Strategies
-Retirement Planning Strategies

Working Together

Meeting with a financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with a financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. Don’t use this page to submit questions about your investments or customer-service issues. Instead, contact me directly. Don’t expect a reply to your comments. Please, don’t give investment advice or provide any client information. Keep your comments relevant and please be respectful. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Consult with your tax advisor or attorney regarding specific tax issues.

So excited to introduce our 2026 Summer Interns: Chinne, Marketing and Operations Intern, and Jordan and Jason, Financia...
05/29/2026

So excited to introduce our 2026 Summer Interns: Chinne, Marketing and Operations Intern, and Jordan and Jason, Financial Advising Interns. Welcome to the team! We are thrilled to see the impact you make this summer!

Wishing a Happy Birthday to Dayna today! We hope you have a fabulous day! 🙌🥳
05/27/2026

Wishing a Happy Birthday to Dayna today! We hope you have a fabulous day! 🙌🥳

Please note that our office will be closed on Monday, May 25 in observance of Memorial Day.
05/22/2026

Please note that our office will be closed on Monday, May 25 in observance of Memorial Day.

Happy 2-Year Work Anniversary, Kharissa! Thank you for your consistency and the support you provide every day.
05/20/2026

Happy 2-Year Work Anniversary, Kharissa! Thank you for your consistency and the support you provide every day.

What happens when one narrow stretch of water disrupts the global economy?In this episode of Map Your Money, Jaime and J...
05/14/2026

What happens when one narrow stretch of water disrupts the global economy?

In this episode of Map Your Money, Jaime and Jeff break down the Strait of Hormuz and explore how its closure has ripple effects through energy prices, fertilizer, helium, and food supply chains worldwide. They also discuss how inventory levels, alternative routes, and market psychology influence how quickly risk shows up in markets.

Listen: https://ow.ly/YG6x50YYtxw
Watch: https://ow.ly/6LEv50YYtxu

Wishing Garrett a very happy birthday today! Hope it’s a special one! 🥳
05/13/2026

Wishing Garrett a very happy birthday today! Hope it’s a special one! 🥳

05/05/2026

Markets rotate over time 🔄 Lately, we’ve seen shifts between stocks and crypto, including Bitcoin and Ethereum. What’s leading today can lag tomorrow, which is why diversification matters.

04/30/2026

Gas prices are getting a lot of attention⛽

Looking at longer-term trends, gasoline costs have represented a smaller share of household income than in some past decades, even though prices can still feel meaningful day to day.

04/28/2026

Periods of uncertainty can be challenging for markets. 🌎

Factors such as energy supply conditions can influence inflation and economic growth over time, but outcomes are difficult to predict. This is why long-term investment principles, including diversification, remain important.

Major life transitions like widowhood or divorce can affect focus, memory, and decision making, especially when finances...
04/28/2026

Major life transitions like widowhood or divorce can affect focus, memory, and decision making, especially when finances are involved. Many people notice that tasks that once felt manageable suddenly feel harder to process.

In this article, we share an educational perspective on common financial considerations during this transition and discuss ways to approach long‑term planning with intention and care.

When Life Changes Suddenly: Understanding Brain Fog and Financial Decisions By Heather Gardner, CFP®, CeFT®, Wealth Advisor & Certified Financial Transitionist Major life transitions, such as widowhood or divorce, bring emotional upheaval that affects far more than the heart. Many people are surpr...

Address

Atlanta, GA

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+14046020034

Website

http://beamwealth.com/

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