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

Watch out for IRMAA – Who’s that, you ask?

The Income Related Monthly Adjustment Amount, referred to as IRMAA, can come as a surprise to some retirees.  The standard Part B Medicare premium in 2018 is $134.  What most people don’t know is that as retirees they may end up paying a significant surcharge on their Medicare Part B and Part D (Drug benefit) premiums. This is a result of the Medicare Modernization Act of 2003 (which took effect in 2007) affecting Medicare Part B

Read More »

Watch out for IRMAA – Who’s that, you ask?

The Income Related Monthly Adjustment Amount, referred to as IRMAA, can come as a surprise to some retirees.  The standard Part B Medicare premium in 2018 is $134.  What most people don’t know is that as retirees they may end up paying a significant surcharge on their Medicare Part B and Part D (Drug benefit) premiums. This is a result of the Medicare Modernization Act of 2003 (which took effect in 2007) affecting Medicare Part B

Read More »

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