Who We Are

Beck Bode, LLC is a financial services firm, offering financial planning and long-term investing services. Focused on developing trustworthy connections with their clients, they build an individualized experience based upon a client’s specific wants and needs. Read more about us

What We Do

Investment Strategy

Data driven decision making with solid data from the best analysts in the market.

Our Fee-Only Advantage

You do not need to worry that Beck Bode, LLC is driven by transactional fees.

Concierge-level Process

The relationships we build with you and the service we provide is rare in this industry.

Meet the Team

Managing Partner / Chief Investment Officer

When I love something, I simply can’t stop talking about it. I want other people to love it as much as I do, and I want them to love it because they have discovered its benefits for themselves. It’s how I feel about CrossFit, about following a Paleo diet, and about the investment philosophy we follow at Beck Bode, LLC.

Managing Partner

I always knew I wanted to be part of something big, something that would exist beyond me, a reason for being that was more than a paycheck. Beck Bode, LLC is the answer to that quest.

It has taken so much hard work, time and energy to realize our dream for this firm.

Our culture is firmly grounded in our people – in who we are, what we believe and in the ethical manner in which we treat and interact with each other and our clients.

When we opened our doors in March of 2013, it couldn’t have felt more right. Each of us had spent a lot of time at large, global firms and experienced firsthand what works for clients and what doesn’t, and that a “one size fits all” approach was the exact opposite of how we wanted to operate. We also saw better, smarter ways to do things, but were often restricted from implementing them.

Recent Updates

Why Wealth Management Is About So Much More Than Retirement

What if I told you to stop thinking about a retirement date when considering your personal financial plan? What if I told you that investing isn’t just about retiring and living happily ever after? Here are three reasons why: 1. You’re healthy, but inflation is killing you. Quit planning like you die at retirement.  Throw

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Why Wealth Management Is About So Much More Than Retirement

What if I told you to stop thinking about a retirement date when considering your personal financial plan? What if I told you that investing isn’t just about retiring and living happily ever after? Here are three reasons why: 1. You’re healthy, but inflation is killing you. Quit planning like you die at retirement.  Throw

Read More »

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