About Us At BEAM Wealth Advisors, Inc. (BEAM) we’ve been serving our valued clients with personal financial planning since 1984 and managing investment portfolios on a fee basis since 1990.We’ll provide you with a complete financial plan to address all aspects of your life, one that will save you time and money and help you avoid costly mistakes. Then we’ll recommend prudent, long-term investment strategies to help you pursue your goals and make changes to your investment portfolio when deemed necessary. As independent advisors, we are dedicated to serving your interests. We don’t work for a brokerage or a large corporation. We work for you.