What are the 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

BEAM / BGA Wealth

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United States
Atlanta, GA
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.

08/05/2026

Celebrating 2 years with Greg as our Investment Specialist! Your dedication and attention to detail are truly appreciated.

07/23/2026

Is cryptocurrency a worthwhile investment, or is the hype outweighing the opportunity?

In the first episode of our new Crypto Skeptic Series, Jamie and Jeff are joined by BEAM advisor Garrett Leroux for a thoughtful discussion on cryptocurrency. They explore Bitcoin's long-term outlook, crypto's potential role in an investment portfolio, market volatility, and how regulation could shape the future of digital assets.

Watch: https://youtu.be/oZ042WmxVHw?si=JSyrlicgxAkyXMSl
Listen: https://podcasts.apple.com/us/podcast/39-i-own-bitcoin-but-im-still-skeptical-the-crypto/id1669775146?i=1000775383533

07/22/2026

Summer travel should be stress-free. Before you head out, check out these practical tips from our Chief Compliance Officer, Amy Betts, on protecting your finances, avoiding common travel scams, and keeping your personal information secure while you're away:
https://beamwealth.com/summer-travel-staying-financially-safe/

07/21/2026

Many people believe that once they sign a Power of Attorney (POA), they're covered for whatever life may bring. In reality, there are several types of powers of attorney, each serving a different purpose. Heather Gardner, who works with clients navigating major life transitions like divorce and widowhood, breaks down the different types of POAs, when they're needed, and why keeping them up to date can be an important part of overall financial and estate planning.
Read more here: https://beamwealth.com/powers-of-attorney-are-you-fully-covered/

07/05/2026

Wishing a Happy Birthday to Adam today! We hope you have the best day! 🎂🎉

07/02/2026

Our office will be closed this Friday, July 3rd in observance of Independence Day. Wishing you a Happy 4th!

07/01/2026

Wishing Liz Simon a Happy 2nd Work Anniversary today! Thank you for your consistency and the support you provide every day.

06/29/2026

Wishing you the happiest of birthdays today, John! Enjoy your day celebrating!🎂🤩

06/26/2026

Have you reviewed your emergency contacts recently? Are your healthcare documents up to date? Does your long-term care policy still reflect your current situation?

Major life transitions, such as retirement, divorce, widowhood, or remarriage, often come with important insurance and healthcare updates that can be easy to overlook.

Taking time to review these details today may help provide greater awareness for tomorrow.

Read Heather's latest article to learn what areas may be worth revisiting and why staying proactive matters.

What to Know About Health and Long‑Term Care Coverage in Times of Change By Heather Gardner, CFP®, CeFT®, Wealth Advisor & Certified Financial Transitionist Major life transitions, such as divorce, widowhood, retirement, or remarriage, updating your insurance details may easily get overlooked. T...

06/24/2026

Dreaming of a summer vacation but not the price tag that comes with it?

Travel costs can rise quickly during peak season, but making a few strategic decisions before you book may help you better manage your travel expenses. In his latest article, Bob shares practical ways to navigate summer travel without overpaying.

How to Avoid Overpaying for Summer Travel By Bob Gucer, CFP®, CFO & Wealth Advisor Summer travel is one of the most popular and expensive times of the year. With families traveling and limited availability during peak demand, prices for flights, hotels, and rental cars can increase quickly. The goo...

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://www.bgawealth.com/, http://beamwealth.com/

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