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ABOUT

A Fee-Only Fiduciary Firm

A DELIBERATELY DIFFERENT FINANCIAL FIRM

In our view, the vast majority of advisors in the industry sell products and services they don't fully understand. Most advisors sell mutual funds, which are baskets of assets managed by entirely different entities. Very few advisors can explain the logic of any of their buy and sell decisions, largely because it is out of their control.

If only it weren’t for the fact that they’re investing with your hard-earned cash, it would be easier not to fault them for it. Because most advisors simply don’t know a better way. And the ones that do know better yet sell things they don’t believe in themselves, they’re not helping investors, either. Regardless, this is bad news for investors.

 

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RAISING THE BAR FOR FINANCIAL ADVICE

When Ben Beck and Jim Bode joined forces, they did it with the intention to break with just about every convention held by traditional firms. Both of them had substantial experience at large global firms, and they could see how traditional ways of financial planning and investment management were detrimental to the long-term financial health of their clients. 

Beck Bode was born out of the desire to do good - to have a broad positive impact on our clients, our team, our communities, and the world around us. It came with the intention to no longer settle. With that comes the obligation to show clients another, better way to plan and save for a long, fruitful life. 

Ben and Jim walk their own talk, with a dedicated commitment to discipline not only with regard to finances, but also to fitness and family. As a team, we follow in their footsteps and look forward to taking our clients along for the journey.

A DELIBERATELY DIFFERENT FINANCIAL FIRM

In our view, the vast majority of advisors in the industry sell products and services they don't fully understand. Most advisors sell mutual funds, which are baskets of assets managed by entirely different entities. Very few advisors can explain the logic of any of their buy and sell decisions, largely because it is out of their control.

If only it weren’t for the fact that they’re investing with your hard-earned cash, it would be easier not to fault them for it. Because most advisors simply don’t know a better way. And the ones that do know better yet sell things they don’t believe in themselves, they’re not helping investors, either. Regardless, this is bad news for investors.

 

RAISING THE BAR FOR FINANCIAL ADVICE

When Ben Beck and Jim Bode joined forces, they did it with the intention to break with just about every convention held by traditional firms. Both of them had substantial experience at large global firms, and they could see how traditional ways of financial planning and investment management were detrimental to the long-term financial health of their clients. 

Beck Bode was born out of the desire to do good - to have a broad positive impact on our clients, our team, our communities, and the world around us. It came with the intention to no longer settle. With that comes the obligation to show clients another, better way to plan and save for a long, fruitful life. 

Ben and Jim walk their own talk, with a dedicated commitment to discipline not only with regard to finances, but also to fitness and family. As a team, we follow in their footsteps and look forward to taking our clients along for the journey.

about-support

 

The Beck Bode Promise


If there is one promise that we will make to you, it is this: we will do whatever we can to hold you to your commitment to stay the course. It begins with asking you to share with us your most cherished goals, and walking with you as you work toward achieving them. At times we may share some hard truths with you. We will also stand by your side and support you when you are most susceptible to making emotional decisions that are not for your long-term benefit. In fact, that is when we can be of greatest value to you: by helping you avoid the ‘one big mistake’ that may derail your entire financial plan.

 

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Proven Methodology

Everything we do is based on a process that’s time-tested. Through our methodology, we can reliably answer the three questions that elude so many investors: what to buy, when to sell, and how to re-invest the proceeds. We only care about great companies that are simply getting better.

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Take the Long View

Our approach is focused on the long term. We don’t follow fads and trends, we don’t engage in market timing nor do we pay too much attention to what’s going on in the outside world. Our singular focus is on your ultimate goal, and the strategies that support you along that path.

 
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Planning-Driven

A plan is the necessary foundation we set for reaching any financial goal. Before we engage in the markets in any way, we make sure to take our clients through the financial planning process. The outcome of those conversations becomes your GPS, the navigation tool to your destination.