Succession Planning

Beck Bode can help you plan the succession of your business.

Every advisor who has successfully transitioned a practice into the hands of a successor knows that it’s a process that requires thought, care, and patience. It also calls for both parties to engage collaboratively and creatively.

While no two succession journeys are the same, we have laid out a roadmap to help you understand what this process looks like with Beck Bode.

If you would like to discuss succession planning further, PLEASE GET IN TOUCH.


At Beck Bode LLC we offer a comprehensive array of benefits to promote the overall well-being of our team and take a holistic approach to supporting our employees. Some of the benefits we offer include:

Medical/Dental/Vision Insurance

9 Stock Market Holidays & day after Thanksgiving

Charitable and Volunteer Initiatives

Renovated and Workspace Winter 2020

Work/Life Balance

Brand New Onsite Gym with Yoga Studio

Indoor & Outdoor Workspaces

Company Gatherings and Fun-filled Events

Free Parking


Our firm was created to be a deliberately different kind of financial firm. We know what it takes to reach goals and our fierce commitment to our firm drives every decision we make. The firm has a family first motto which is intertwined with every aspect of our business. We seek like-minded clients and team members who share similar values and goals.


There’s amazing room for growth here, in every sense of the word. We are a diverse team from all walks of life, different ages and backgrounds. We share the same goals of wanting to be better, to care deeply for others, and to move into the future with vision and purpose. We believe professional development is a key to a successful career. We support, provide and encourage this growth.

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