BEW Profile


It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.
— Warren Buffett

Firm Profile

  • Founded in 1989

  • Fiduciary

  • CFP®s, ChFC, JD

  • Multi-generational ownership

 

  • Independent

  • Assets custodied at Charles Schwab

  • Clients in 24 States

  • Fee: % of Assets Under Management