Chris Beard, Cfp Email & Phone Number

Our firm, Professional Planning & Wealth, helps coordinate the financial affairs of a select group of families, corporate executives, business owners, and non-profit organizations around the Southeast.We aim to simplify, clarify, and empower our clients’ financial lives.We also provide financial advice and serve as ERISA fiduciary to corporate retirement programs.In my 26th year of helping clients, we made the leap and started Professional Planning & Wealth. I learned early in my career that if I was to be relevant with clients, I had to understand their needs and goals, and put their interests first - always. Today, we help empower our clients financially through accurate planning, which yields empowered decision making for you and your family’s future.We don’t take your decision to work with us lightly. In fact, our firm was built on the foundation of offering ethical and prudent advice for busy, successful professionals looking to optimize their wealth.Advisory Services offered through Triad Hybrid Solutions, LLC, a registered investment advisor. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. Professional Planning & Wealth and Triad Advisors, LLC are not affiliated.

Listed skills include Investment Advisory, Estate Planning, 401K, Wealth, and 16 others.