This Isn't Just a Transaction. It's a Meaningful Transition.
You didn't build your firm to sell it to just anyone. You built it with a vision, hard work, and intention. Let's help you transition with purpose.
Values & Philosophy
Thoughtful
We understand that finding the right partner is more than a numbers game. It’s about alignment, and long-term commitment to your (and our) investment.
You’ve Been Thoughtful. So have we.Relationship First
Founders with deep client relationships appreciate our client-centered model and planning-based approach that puts the client's goals front and center. Relationship first also means team first, and you first. When people come first, everything else falls into place.
You’ve led with relationships. So have we.Belief-Driven
Every seller we've partnered with has stood for something bigger than themselves, just like we do. This values-based approach is why our transitions work and why your legacy will thrive in our care.
You’ve believed. So have we."When I started looking for a firm that would help continue our work beyond my lifetime, I established a set of criteria by which I would measure suitability. These included cultural consistency, local leadership, staff retention and an enhanced client experience. Beck Bode is a great fit for us in terms of values. Their mission and purpose are aligned with ours. They are highly disciplined, methodical, transparent, and patient. They are invested in the long term, which is exactly how we guide our clients.
Brian Ursu
Intentional Wealth Advisors
Merged with Beck Bode in 2022
We started out with 44 potential candidates, and settled on Beck Bode as the clear leader. Our goal has always been to grow Compass Rose to be a multi-generational firm that will continue our vision well beyond our tenure. We believe that under the leadership of Ben Beck and Jim Bode, our clients will benefit from a commitment to disciplined investing and comprehensive financial planning.
Jim O'Donoghue
Compass Rose PIM
Merged with Beck Bode in 2021
After more than a dozen in-person meetings, I felt the team would work well with my clients. I was impressed with their desire to not only help take care of my clients but also to build the business. They agreed to have me keep 50% ownership for the next two years. My stake will then gradually decline over an expected 10 years as I remain an active partner. The search is finally over. I'm so relieved.
Paul Pignone
Boston Retirement Advisors
Merged with Beck Bode in 2016
Speaking of goals, your goals are central to this transition
- Stay involved as long as you'd like
- Step back gradually or go all-in on your next adventure
- Find a structure that fits your life and timeline
STRUGGLING TO DEVELOP
A SUCCESSOR?
Many advisors want to transition their practice to a younger advisor but find the handoff challenging. We have a proven process to coach, train, and elevate next-gen advisors, turning potential into performance.
Management
Served
Integrated
Locations
Preparing for Life After Selling Your Financial Practice
There are financial advisors who, after years of cultivating a client base and looking to sell…
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Goal-Based Investing: The Foundation for Advisor-Client Relationships
What I want to talk about today is what we call the GPS here at Beck Bode. GPS stands for Goals...
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Change as Opportunity: Navigating Advisor Transitions with Confidence
Change has a way of forcing us to stop and think.
Read MoreCONTACT
858 Washington St. Suite 100 Dedham, MA 02026
invest@beckbode.com
(617) 209–2224
(617) 249–0298
Copyright © 2025 Beck Bode, LLC