Thomas Beachy

Beachy Wealth Management LLC is a full service financial planning firm that believes in diversification as the focus of building a portfolio. Tom is an independent CERTIFIED FINANCIAL PLANNER^™ Certificant, thus is not limited to any company's products. He believes in educating his clients on what their strategy is, how they accomplish it. Tom has the heart of a teacher, and believes that an educated client is more likely to work with him than another advisor.

Adviser not licensed in all States. Advisory services are provided through Creative Financial Designs, Inc. a Registered Investment Advisor and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC.

Beachy Wealth Management, LLC is not affiliated with the CFD companies.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, and CERTIFIED FINANCIAL PLANNER^™, in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Firm Start Year

2006