Personalized
Financial Planning
Our proprietary Goals Planning Statement (GPS) process helps you clarify goals and build a financial plan tailored to your life, values, and priorities.
Director of Client Advisory
Coming from a 10-year career in management in the fitness industry, an internship at Beck Bode confirmed for me that this was the direction I wanted to pursue...
Read MoreUnlike most 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. This structured approach allows us to pursue growth without getting caught in the speculation trap that derails many investors.
At Beck Bode, 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.
While other advisors rely on bonds and complicated asset allocation models, we take a simpler approach: all-equity portfolios of quality companies with strong growth potential. This strategy is designed to help you achieve your biggest financial goals through meaningful long-term growth.
Our proprietary Goals Planning Statement (GPS) process helps you clarify goals and build a financial plan tailored to your life, values, and priorities.
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.
Whether you're years away or already retired, we help you navigate your next chapter with confidence—covering income planning, Roth strategies, Medicare considerations, and more.
We help align your financial plan with your tax and estate strategies, working with your existing professionals or referring trusted partners.
Business owners can rely on us for 401(k) implementation, retirement planning, and wealth strategies tailored to entrepreneurs and leadership teams.
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.
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
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