BEAL CONSULTING, INC.

Overview

Beal Consulting, Inc. is a small, boutique advisory firm focused on individualized portfolio management for high-net-worth individuals and small businesses. The firm acts as a capital allocator, combining direct portfolio management with the selection and oversight of outside advisers and third‑party managers. Its advisory model blends discretionary management with consultative, hourly work—clients may be billed on a percentage of assets under management or on an hourly basis depending on the engagement. Investment emphasis is diversified across public market core holdings and third‑party alternative managers. The firm does not position itself as an ESG investor and operates from a single‑state footprint. Given its client base and average account economics, Beal Consulting appears oriented toward concentrated, relationship-driven wealth management rather than mass‑market retail advisory services.

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Location & Offices