BEYOND FINANCIAL SERVICES

Overview

Beyond Financial Services is an independent registered investment adviser formed in 2017 and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its advisory engagement mix includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, reflecting a blend of ongoing portfolio oversight and project-based planning work. Investment activity centers on publicly traded pooled vehicles, with mutual funds and public funds making up the bulk of invested assets. The firm reports all assets as non‑discretionary, which indicates client-directed trading authority is retained in most relationships; advisors provide recommendations, model positioning and planning guidance rather than broad discretionary mandates. Beyond Financial Services does not position itself as a capital allocator and relies on third‑party managers for alternative exposure rather than sponsoring proprietary funds. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices