Clint Edgington, CFA®
Columbus, Ohio, 43215
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.
My Location
Background Information
Years of Financial Experience
- 10
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, Fixed fee
- Investment Services: Asset-based fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Scottrade
- TIAA-CREF
- State Street
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
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
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Disclosure(s)
Planning Services
- Financial Planning, Retirement, College Funding, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Risk Management, Performance Reporting, Tax Efficient Strategies, Reviewing owner\'s business in tandem with their securities portfolio
Investment Products
- None
Visit Website - http://www.BeaconHillAdvisory.com
