Our Founders

Maggie Beach is a Certified Public Accountant/Personal Financial Specialist and Certified Financial Planner Professional with extensive experience in working with older adults and their family members. As a financial advisor, Maggie is dedicated to learning about each client’s individual goals and using them to build a financial plan tailored to their unique situation. She takes a holistic approach to tax-centric, fee-only financial planning, working hard to provide thoughtful consideration and customized financial advice for your specific situation.