Clint Edgington, CFA®

Columbus, Ohio, 43215
advisor

Member Since 2009

Your goals and financial security are our priority. Whether you are concerned about retirement planning, transitioning your business wealth to personal wealth, or efficiently passing assets to heirs we can help. Many of our clients are successful business owners that have great achievements in their field, yet value strategic advice and solutions. We help them maintain their lifestyle, create an exit plan, and pass their assets and businesses on. We believe you deserve a truly customized portfolio and plan that works to solve your individual issues, not a cookie cutter portfolio.
Contact Clint
 
 

My Location

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 Background Information

  • Years of Financial Experience

    • 11

  • Education

    • Miami University (B.S. (Economics))
    • Miami University (B.S. (Engineering) (partner))
    • Bowling Green University (B.S. (Accounting) (teammate))
    • Bowling Green University (Master\'s of Accounting (teammate))

  • Certifications and Designations

    • CFA®

  • Association Memberships

    • Chair, CFA Society of Columbus Private Wealth Committee
    • Expert Witness Roundtable
    • CFA Society of Columbus
    • Financial Planning Association of Central Ohio

  • Methods of Compensation

    • Financial Planning: Asset-based fee, Hourly fee, Fixed fee
    • Investment Services: Asset-based fee, Fixed fee

  • Primary Custodian(s)

    • Scottrade
    • TIAA-CREF
    • Charles Schwab

  • Types of Financial Reports

    • Performance Report (Quarterly)
    • Market Environment Report (Monthly)
    • Custodial Report (Monthly)
    • Newsletter (Quarterly)
    • Other

  • Additional Business Practices

    • I work with remote clients over the telephone and Internet
    • I review my clients' financial plans with them
    • I review my clients' investment portfolios with them
 

  • Registration & Licensing

    • CRD/IARD Number: 148463
    • Securities Registrations: Series 65
    • Insurance Licenses: None

  • Company Names

    • Registered Investment Advisor: Beacon Hill Investment Advisory
    • Broker/Dealer: None

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Registered or licensed to provide financial advice, services, and products

    • All 50 States

  • Planning Services

    • Financial Planning, Retirement, College Funding, Hourly, Current Review

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios, Reviewing owner\'s business in tandem with their securities portfolio

  • Investment Products

    • None

  • Tax Advice & Services

    • Tax Clients: Individuals & Families, Businesses
    • Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing, Tax Preparation
 
Contact Clint
 
Visit Website - http://www.BeaconHillAdvisory.com
Paladin Registry

Minimum Asset Requirement

  • $100,000

Types of Clients

  • Individuals & Families
  • Businesses
  • Corporate Pension Funds
  • Nonprofit Organizations

Professional Services

  • Planning
  • Investment Advice
  • Money Management
  • Tax

Clint Edgington
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