617.209.2224

CLIENT PORTAL

Meet the Dedham Team

 

 

BENJAMIN BECK, CFP®

MANAGING PARTNER /
CHIEF INVESTMENT OFFICER

JAMES BODE

MANAGING PARTNER
 

ANGEL WILLIAMS

CHIEF OPERATING OFFICER

VINCENT SAVIO

DIRECTOR OF CLIENT ADVISORY

JOSH PLOSKER

DIRECTOR OF STRATEGIC PARTNERSHIPS
 

MEG CURRY, CFP®

DIRECTOR OF FINANCIAL PLANNING

Christie Markham

Client Services, Team Lead

ANDY MARTONE

SR. CLIENT ADVISOR

Anthony Mitrano

Portfolio Trader

SARA DALY

Senior Portfolio Operations Associate

JANE EVELYN, CFP®

SR. CLIENT ADVISOR

Emma Leahy

Executive Assistant

Ashley Cotler

Client Associate

Our Services


At Beck Bode, our approach is simple. We’re committed to providing straightforward, transparent financial planning and investment management services that meet you where you are and guide you to where you want to be. Your goals drive everything. While a custom-developed ‘GPS’ becomes the North Star for our work, our Fee-Only model ensures that every decision is made with your best interests at heart — no hidden agendas, no commissions.

 

ALIGNED WITH YOUR INTERESTS

Not only are our advisors CERTIFIED FINANCIAL PLANNER™ professionals, in addition we belong to the National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of Fee-Only financial advisors-highly trained professionals who are committed to working in the best interests of those they serve. There are currently only 1500 advisors in the country (Source: napfa.org) who provide high-quality, long-term financial planning and access to a full range of financial services-but without the influence of commissions.

CONTACT

858 Washington St. Suite 100 Dedham, MA 02026

invest@beckbode.com

(617) 209–2224

(617) 249–0298

Copyright © 2024 Beck Bode, LLC

Investment advice offered through Beck Bode, LLC, a registered investment advisor.
 
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Beck Bode or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s)) may be suitable for your portfolio or individual situation, or prove successful. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Beck Bode.