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Get to Know Us
Scott Beesley, CFP®
Financial Advisor
About Scott
Scott Beesley, CFP®, combines a deep background in economics, data analysis, and financial planning with a personal commitment to making money decisions more understandable, and more meaningful, for his clients.
He began his financial journey at the University of Michigan and later earned a master’s degree in Data Analytics and Policy from Johns Hopkins University. That mix of technical expertise and big-picture thinking shapes the way he builds retirement income strategies, tax-aware plans, and socially responsible investment portfolios.
Early in his career, Scott learned the value of a collaborative approach. By working closely with tax professionals, estate attorneys, and other specialists, he helps clients coordinate all the moving parts of their financial lives. His ability to turn complex ideas into practical guidance earned him the nickname “The Professor”— a nod to both his clarity and curiosity.
Scott’s work is also shaped by his values. A conversation with a Zen Buddhist client sparked his interest in socially responsible investing, and he’s continued to explore ways clients can align their financial plans with the causes they care about.*
Whether he’s sketching strategies on a touchscreen or speaking at a community event, Scott brings a thoughtful, grounded approach to every conversation.
FAQ's
What is an independent financial advisor and what do they do?
A financial advisor is a professional who helps clients manage their finances, investments, and wealth. They offer personalized advice and guidance based on their clients' financial goals and needs. Financial advisors can provide services such as retirement planning, investment advice, tax planning, estate planning, and more.
Why should I hire a financial advisor?
Hiring a financial advisor can be beneficial for those who need help managing their finances, planning for the future, or making investment decisions. Financial advisors can provide expert advice and guidance to help clients achieve their financial goals and make informed financial decisions.
How can I determine whether my advisor is a qualified professional?
When looking for a financial advisor, using BrokerCheck can provide valuable information about the advisor's background, including their employment history, registration status, and any disciplinary actions or customer complaints. By using BrokerCheck, investors can make informed decisions about which financial advisor to work with and avoid potential fraud or misconduct.
What services do financial advisors typically offer?
Financial advisors can offer a wide range of services, including retirement planning, investment advice, tax planning, estate planning, risk management, and more. The specific services offered may vary depending on the advisor's experience and qualifications.
What is your approach to helping clients navigate market volatility?
As an independent financial advisor, we believe in developing a diversified investment portfolio that aligns with clients' long-term financial goals and risk tolerance. We review and rebalance portfolios regularly and provide education to help clients understand their investment strategy. During times of market volatility, we stay in close communication with our clients to provide guidance and support. By taking a strategic, long-term approach, we help our clients pursue their financial goals despite market fluctuations.
Frequently Asked Questions
We understand that managing your finances can be a daunting task, and that’s why we’re here to help. As experienced professionals in the financial industry, we are committed to providing our clients with personalized advice and guidance to help them work toward their financial goals. In this section, we’ve compiled a list of frequently asked questions to help you understand what a financial advisor is, how we can help you, and what to expect when working with us. We hope this resource will provide you with valuable information and help you make informed decisions about your financial future.
