617.209.2224

CLIENT PORTAL

ADVISORS

Meet the Dedham Team

Beck Bode - Dedham
  858 Washington St. Suite 100 Dedham, MA 02026
  (617) 209–2224
  invest@beckbode.com
Financial Advisors in Dedham MA Beck Bode
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The Three Questions Your Financial Advisor Must Be Able To Answer

 If your financial advisor has ever told you that “now is the time to buy” based on the price of an asset, chances are you are trying to time the market. Unlike advisors who focus on asset allocation models, target retirement dates, and market timing, Beck Bode's investment strategy answers three critical questions that most financial advisors cannot. Our structured approach allows us to pursue growth without getting caught in the speculation trap that derails many investors.

  1. WHAT are we buying?
  2. WHEN is it time to sell?
  3. HOW do we reinvest that money?

 

Fee-Only Financial Advisors in Dedham, MA

Our Dedham, MA office serves as the heart of our deliberately different approach to wealth management. We are a fee-only fiduciary financial planning firm focused on helping individuals, families, and business owners build long-term financial strategies rooted in discipline, not predictions.

Our approach feels deceptively simple in its elegance: we seek quality companies with strong growth potential, in other words, “good companies that are getting better.”. This strategy is designed to help you achieve your biggest financial goals through meaningful long-term growth.

What We Offer FOR those in looking for Financial Planning in the Greater Boston Area:

Personalized
Financial Planning

Our proprietary Goals Planning Statement (GPS) process helps you clarify goals and remain accountable to the vision, values and priorities that you set for yourself.

Investment Management Focused on Growth

We invest in high-quality companies with long-term potential. No market timing. No chasing trends. Just a clear, research-driven strategy for growing your wealth over time.

Retirement
Planning Services

Whether you're years away or already retired, we help you navigate your next chapter with confidence—covering income distribution, tax mitigation, healthcare considerations and more.

Tax & Estate Planning Coordination

We help align your financial plan with your tax and estate strategies, working with your existing professional advisors or referring to a network of trusted partners.

Small Business &
401(k) Consulting

Business owners can rely on us for retirement plan implementation, retirement planning, and wealth strategies tailored to entrepreneurs, leadership teams and key employees.

Legacy & Generational Wealth Planning

We help families prepare the next generation with financial education, values-based planning, and strategies to transfer wealth intentionally—so your legacy supports not just future lifestyles, but future leadership.

THE TEAM

Why Work With Beck Bode Financial Advisors in Dedham, MA?

We're not just another wealth management firm. As a fee-only fiduciary, we offer transparent, commission-free advice designed with your best interests at the core. Whether you're local to Greater Boston or relocating to the area, our Dedham-based financial advisors are here to help you pursue financial independence with confidence.

CONTACT

858 Washington St. Suite 100 Dedham, MA 02026

invest@beckbode.com

(617) 209–2224

(617) 249–0298

Copyright © 2025 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.