Business Details
41 Years
experience
Your Trusted Partner for Financial Planning and Wealth Management Solutions
Beden Wealth Management has dedicated four decades to serving clients with personalized financial solutions. Our team of certified professionals combines deep industry expertise with a client-first philosophy, prioritizing active listening and tailored strategies. We specialize in wealth management, estate planning, tax optimization, and women's financial success programs, catering to clients at every life stage from young professionals to high-net-worth families. Our concierge-level service emphasizes ongoing communication and comprehensive reviews to ensure alignment with evolving goals.With over $700 million in assets under management, we maintain a selective client approach to guarantee individualized attention. Our advisors hold prestigious certifications including CFP, CLU, and ChFC, demonstrating our commitment to professional excellence. We distinguish ourselves through educational resources, personalized guidance, and a unique ability to simplify complex financial concepts while maintaining strict compliance standards.
Services
Wealth Management
Women's Financial Planning
Fee-Based Financial Planning
Estate Planning
Tax Optimization
Investment Strategy
Retirement Planning
Risk Management
Philanthropic Planning
Equity Compensation
Details
- Year established: 1985
Highlights and features
- 40 years of dedicated client service with $700M+ in assets under management
- Team of CFP, CLU, and ChFC-certified professionals with specialized expertise
- Personalized approach combining investment strategy and comprehensive financial education
- Concierge-level service with ongoing plan reviews and regular client communication
- Specialized programs for women's financial independence and complex estate planning
What people say
Personalized approach
Financial expertise
Comprehensive planning
Educational resources
Women's programs
Services
Wealth Management
Our wealth management services combine strategic asset allocation with comprehensive financial planning to optimize investment growth while minimizing risk. We create customized portfolios aligned with individual goals, time horizons, and risk tolerance levels. Our approach integrates tax-efficient strategies, market analysis, and ongoing portfolio adjustments to help clients achieve long-term financial objectives while maintaining flexibility for life's changing circumstances.
Women's Financial Success
This specialized program addresses unique financial challenges faced by women during life transitions like divorce or bereavement. We provide comprehensive education on personal finance, investment strategies, and wealth preservation techniques. Our female-led team offers personalized guidance to help women understand their financial position, develop sustainable budgets, and create long-term wealth-building strategies through educational workshops and one-on-one advisory sessions.
Estate Planning
Our estate planning services focus on preserving wealth for future generations while minimizing tax liabilities. We coordinate with legal and tax professionals to create comprehensive plans that include wills, trusts, and charitable giving strategies. The service covers asset distribution planning, tax optimization techniques, and legacy creation while ensuring compliance with evolving regulations. We emphasize regular reviews to maintain plan relevance through life's major transitions.
Tax Optimization
This service develops strategic approaches to minimize tax exposure across all financial aspects. We analyze income sources, investment portfolios, and estate plans to identify tax-efficient opportunities. Our strategies include retirement account optimization, charitable contribution planning, and tax-loss harvesting techniques. The service integrates with overall financial planning to ensure compliance while maximizing after-tax returns through proactive, year-round tax management approaches.
Fee-Based Financial Planning
Our fee-based planning service provides holistic financial guidance tailored to individual circumstances. The process begins with goal assessment, followed by customized strategy development covering investment management, retirement planning, and risk management. Plans are implemented through ongoing collaboration, with regular reviews to maintain alignment with changing life situations. The service includes detailed financial analysis and educational components to empower informed decision-making throughout the client's financial journey.
People
Craig J. Beden
Founder
With over 40 years of experience, Craig Beden established Beden Wealth Management to provide personalized financial solutions. A CFP, CLU, and ChFC-certified professional, he specializes in creating tailored wealth management strategies for high-net-worth individuals and families.
Maryann Keith
Financial Advisor
Maryann Keith brings extensive expertise in women's financial planning, holding CFP, CIMA, and CDFA certifications. She focuses on helping women navigate financial transitions through comprehensive education and personalized wealth management strategies.
Dana Beden
Financial Advisor
Dana Beden combines financial expertise with a client-centered approach, specializing in investment strategy and wealth preservation. Her practice focuses on creating customized financial solutions that adapt to clients' evolving life circumstances.
Michael Botto
Financial Advisor
Michael Botto offers comprehensive financial planning services with emphasis on retirement strategy and tax optimization. His approach combines technical expertise with personalized guidance to help clients achieve long-term financial objectives.
Mark Lester
Financial Advisor
As a CFP-certified professional, Mark Lester specializes in complex financial planning for high-net-worth clients. He focuses on integrating investment management with estate planning and risk management strategies to create comprehensive wealth solutions.
Questions
What estate planning services do you offer?
We provide comprehensive estate planning that includes wills, trusts, tax optimization strategies, and legacy planning. Our team coordinates with legal and tax professionals to create customized plans that preserve wealth for future generations.
How does your financial planning process work?
Our process begins with goal assessment, followed by customized strategy development covering investment management, retirement planning, and risk management. We implement plans through ongoing collaboration with regular reviews to maintain alignment with changing circumstances.
Do you specialize in women's financial planning?
Yes, we offer specialized programs addressing unique financial challenges faced by women during life transitions. Our female-led team provides education on personal finance, investment strategies, and wealth preservation techniques through workshops and advisory sessions.
What are your financial planning fees?
Our fee-based planning ranges from $3,000 to $10,000 depending on complexity. Implementation of specific products or services may result in additional commissions or fees outside the planning fee.
How do you handle investment management?
We create customized investment portfolios aligned with individual goals and risk tolerance. Our approach integrates tax-efficient strategies, market analysis, and ongoing adjustments to optimize growth while minimizing risk through changing market conditions.
What sets you apart from other financial advisors?
We combine 40 years of experience with a personalized approach, maintaining a selective client list to ensure individualized attention. Our team holds top industry certifications and emphasizes financial education alongside comprehensive planning services.
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