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Bryan Beatty

EBW Financial Planning

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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Bryan Beatty

EBW Financial Planning

Bryan Beatty, a financial fiduciary has been a Paladin Registry member since 2006. Bryan is the partner in EBW Financial Planning. Bryan holds the Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 25 years of experience. Bryan provides financial services to clients in the Vienna, Virginia area.

I. Snapshot

A. Registry Member
  • Since 2006
B. Years of Experience
  • 25
C. College Degrees
  • Yes
D. Certifications
  • AIF®, CFP®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    We are an independent full service financial planning firm. We have expertise in all areas of financial planning, including portfolio management, tax strategies, wealth preservation and transfer. EBW helps clients clarify and achieve realistic financial objectives and then chart a course toward achieving their life goals. We provide financial counsel and investment management for our clients. The firm's objective is to provide highly personalized advice with professionalism and integrity. One of our distinguishing features is that we provide independent financial advice and investment management.

G. Asset Requirement
  • $250,000

II. Contact Information

A. Key Contact
  • Did Not Answer
B. Main Location
  • 1919 Gallows Rd
    Suite 980
    Vienna, Virginia, 22182
C. Telephone
  • 703.506.0843

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • EBW Financial Planning
B. Relationship to Firm
  • Partner
C. Name of RIA
  • Voya Financial Advisors
D. Name of Broker/Dealer
  • Voya Financial Advisors
E. Name(s) of Custodian(s)
  • Pershing

V. Credentials

A. Years of Financial Experience
  • 25 Years
B. College, Degrees, Years
  • Yes
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association
  • Financial Services Institute

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • IAR
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • Securities License(s)
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 2207998
  • IARD: 2882
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
    • Arizona
    • Arkansas
    • California
    • Colorado
    • Connecticut
    • Delaware
    • District of Columbia
    • Florida
    • Georgia
    • Hawaii
    • Idaho
    • Illinois
    • Iowa
    • Kentucky
    • Maine
    • Maryland
    • Massachusetts
    • Michigan
    • Minnesota
    • Missouri
    • New Hampshire
    • New Mexico
    • New York
    • North Carolina
    • Oklahoma
    • Oregon
    • Pennsylvania
    • South Carolina
    • South Dakota
    • Tennessee
    • Texas
    • Utah
    • Virginia
    • Washington
    • West Virginia
  • Investment Products for Commission: Not Applicable
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    We are an independent full service financial planning firm. We have expertise in all areas of financial planning, including portfolio management, tax strategies, wealth preservation and transfer. EBW helps clients clarify and achieve realistic financial objectives and then chart a course toward achieving their life goals. We provide financial counsel and investment management for our clients. The firm's objective is to provide highly personalized advice with professionalism and integrity. One of our distinguishing features is that we provide independent financial advice and investment management.

B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • $505,000,000
E. Methods of Compensation
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Other:
G. Types of Reports (Frequency)
  • Did Not Answer
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Bryan Beatty
Most Recent Update:
  • Jun 3, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

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