BEAULIEU & ASSOCIATES, LLC

Overview

Beaulieu & Associates, LLC is an independent RIA that focuses on financial planning and portfolio management for individual and family clients, including small-business owners. The firm operates as both a registered representative of a broker-dealer and an insurance broker, which shapes its product mix: discretionary portfolio management alongside fee-based planning, with the ability to distribute insurance and annuity solutions. Investment activity centers on pooled public funds and separately managed account (SMA) solutions, with a clear tilt toward mutual funds as the primary vehicle for client portfolios. The adviser does not emphasize ESG investing and is structured as an owner-operated limited liability company serving a concentrated client base.

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Investments & Alternatives

Location & Offices