Beck Bode Wealth Management, LLC

Beck Bode Wealth Management, LLC (CRD# 282611) is a financial advisory firm headquartered in Dedham, MA. They manage $175,463,250 in 951 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    951
    ACCOUNTS
  • Average Account Value
    $184,504
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, MA, ME, NY, WA

Financial Advisors at Beck Bode Wealth Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Katie A. Macdonald
CRD#: 4836269
858 Washington Street Suite 100, Dedham, MA 02026
96
Wealthminder
score

Katie Macdonald (CRD# 4836269) is an Investment Advisor Representative working at Beck Bode Wealth Management, LLC in Dedham, MA and has over 9 years of experience in the finance industry. Katie Macdonald has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William Ryan
CRD#: 5133848
858 Washington Street Suite 100, Dedham, MA 02026
96
Wealthminder
score

William Ryan (CRD# 5133848) is an Investment Advisor Representative working at Beck Bode Wealth Management, LLC in Dedham, MA and has over 11 years of experience in the finance industry. William Ryan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Patricia B. Welsh
CRD#: 1673111
858 Washington Street Suite 100, Dedham, MA 02026
96
Wealthminder
score

Patricia Welsh (CRD# 1673111) is an Investment Advisor Representative working at Beck Bode Wealth Management, LLC in Dedham, MA and has over 13 years of experience in the finance industry. Patricia Welsh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Erik A. Beck
CRD#: 5865126
Duluth, GA
93
Wealthminder
score

Erik Beck (CRD# 5865126) is an Investment Advisor Representative working at Beck Bode Wealth Management, LLC in Duluth, GA and has over 7 years of experience in the finance industry.

5
Andrew M. Martone
CRD#: 2140727
858 Washington Street Suite 100, Dedham, MA 02026
93
Wealthminder
score

Andrew Martone (CRD# 2140727) is an Investment Advisor Representative working at Beck Bode Wealth Management, LLC in Dedham, MA and has over 26 years of experience in the finance industry.

6
Keith E. Anderson
CRD#: 6457780
858 Washington Street Suite 100, Dedham, MA 02026
89
Wealthminder
score

Keith Anderson (CRD# 6457780) is an Investment Advisor Representative working at Beck Bode Wealth Management, LLC in Dedham, MA and has over 2 years of experience in the finance industry.

7
Brian Wickett
CRD#: 6709243
858 Washington Street Suite 100, Dedham, MA 02026
88
Wealthminder
score

Brian Wickett (CRD# 6709243) is an Investment Advisor Representative working at Beck Bode Wealth Management, LLC in Dedham, MA and has 1 year of experience in the finance industry.

8
Matthew P. Morizio
CRD#: 6793999
858 Washington Street Suite 100, Dedham, MA 02026
87
Wealthminder
score

Matthew Morizio (CRD# 6793999) is an Investment Advisor Representative working at Beck Bode Wealth Management, LLC in Dedham, MA and has 1 year of experience in the finance industry.

9
Jane W. Evelyn
CRD#: 2525425
858 Washington Street Suite 100, Dedham, MA 02026
86
Wealthminder
score

Jane Evelyn (CRD# 2525425) is an Investment Advisor Representative working at Beck Bode Wealth Management, LLC in Dedham, MA and has over 23 years of experience in the finance industry. Jane Evelyn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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