Andrew Beckwith - Financial Advisor at Elevate Financial Group

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United States
Martinsburg, WV
Andrew Beckwith - Financial Advisor at Elevate Financial Group

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I help professionals build wealth during their prime earning years. I believe financial planning should be clear and approachable.

My focus is on guiding clients to make smart, confident financial decisions that move them closer to their goals. I simplify complex ideas into practical strategies so you can understand your options and feel confident in your direction. My approach is rooted in honesty, trust, and putting people first. I measure success by the clarity my clients gain and the steady progress they see over time. I grow my practice through strong relationships and meaningful connections with professionals who value thoughtful, personalized guidance. Elevate Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

11/04/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

11/02/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

10/30/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

10/26/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

10/23/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

10/21/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

10/19/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

10/16/2026

When was the last time you looked at the content of your portfolio? Steps to consider here.

Time and market performance may subtly and slowly imbalance your portfolio.

10/14/2026

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

10/13/2026

We had a great time at Handshakes at the Harvest today! It was wonderful connecting with local business leaders and hearing from Jim Bair, President and CEO of the U.S. Apple Association (USApples), who shared his perspective on an industry that plays such an important role in our region. Grateful for the chance to build relationships and support our local business community. 🍎🤝

Address

2279 Wi******er Avenue
Martinsburg, WV
25405

Telephone

+13043015869

Website

http://www.elevatefinancialgrp.com/

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