Randy Beeman Email & Phone Number

Randy Beeman has more than 30 years of experience managing financial assets for individuals, retirement plans and businesses. Randy joined YHB | Wealth Advisors in January of 2018 and serves as the Director of Wealth Management. In 2021 YHB Wealth merged with Glass Jacobson to form Glass Jacobson Wealth Advisors. Randy was named to the list of Barron’s “Top 100 Financial Advisors” in the United States each year from 2009 to 2013. He is the co-author of Value Returns: Wise Investing for the Next Decade and Beyond. Randy also serves as the Chair of the Greenwich 01 group of Tiger 21. In this role he leads a peer-to-peer learning network of high-net-worth individuals who share their insights, challenges, and opportunities in a confidential and trusted environment.Prior to entering the professional wealth management field, he enjoyed building entrepreneurial business ventures from start-up to eventual sale and providing accounting services for public and private firms. Randy received a bachelor's degree in accounting from the University of Maryland and an MBA in finance from Shenandoah University.(Barron’s Top 100 Financial Advisors Award is based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. The financial advisor does not pay a fee to be considered for or to receive this award.)

Listed skills include Investments, Start Ups, Management, Entrepreneurship, and 18 others.