Beta Wealth Group is an independent, fee-only Registered Investment Adviser (RIA) founded in 2012. The firm operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. They specialize in creating personalized financial plans that encompass investment management, retirement planning, estate planning, and tax strategies for individuals, families, and business owners. Their mission is to provide objective, expert financial guidance to help clients achieve their long-term financial goals.

Founded in

United States