Welcome to J Beaver Investment Advisors
We strive to be accessible and provide a one-on-one client/advisor relationship. J Beaver Investment Advisors does not disclose any nonpublic personal information about our clients to anyone.
We are "Fee-Only." This means we do not sell any financial products. We provide only advice and management that is 100% objective and in your best interest. This puts both the client and the advisor on the same side of the table.
We are 100% independent. We use TD Ameritrade Institutional as our primary trading platform, we are not bound or incentivized to recommend or use any specific investments.
We are fiduciaries. We act as advocates for our clients. We are legally committed to manage your investment portfolio as if it were our own. Our client needs come first.
We design customized portfolios to your personal, unique situation. We have no "cookie-cutter" or "model" portfolios typical of most firms.
We can coordinate with your current professionals (accountants, attorneys, insurance providers) to provide a seamless management of your financial affairs. This coordination limits the anxiety clients may feel with areas like taxes or estate planning. We can provide objective referrals if there is a need for a particular professional.