Beavers Wealth Management, led by Managing Director Christopher Beavers, provides tailored wealth management solutions for select families and businesses. With a process-oriented team emphasizing intellectual rigor, attention to detail, and Disney-like service, the firm helps clients navigate financial complexities and capitalize on wealth opportunities.
The team includes Matthew Beavers, CPA; Emma Beavers, Practice Business Manager; Ryan Finglass, Financial Advisor; Clinton Dempsey, Senior Client Service Associate; and Deby Alexander-Thornton, Senior Registered Client Service Associate. The firm is part of Raymond James & Associates, located in Fort Worth, Texas, and is committed to a client-first philosophy, conservatism, independence, and integrity.
Client-first philosophy
Conservative and pragmatic approach
Family-like relationship with clients
Customized strategies for unique needs
Services
Investment Consulting
Personalized investment strategies tailored to the unique needs of affluent families and businesses.
Customized financial planningProcess-oriented approachIntellectual rigor and attention to detailDisney-like service experience
Financial Planning
Comprehensive financial planning services for families and individuals, including retirement planning, estate planning, and tax strategies.
Client-first philosophyConservative and pragmatic approachIntegration of wealth management with personal life goals
Credentials & Certifications
CPFA
Since 2008
CRPC®
Since 2008
CPA
Since 2010
AAMS
Since 2020
Frequently Asked Questions
What is the Beavers Wealth Management philosophy? +
Beavers Wealth Management follows a client-first philosophy, emphasizing conservatism, independence, and integrity in all financial decisions.
How does Beavers Wealth Management differ from other financial firms? +
The firm distinguishes itself through a family-like relationship with clients, personalized service, and a focus on both financial and personal well-being.
What services does Beavers Wealth Management offer? +
The firm offers investment consulting, comprehensive financial planning, and tailored wealth management strategies for affluent families and businesses.
Who leads Beavers Wealth Management? +
Christopher Beavers, CPFA, CRPC®, serves as Managing Director, Branch Manager, and Senior Vice President of Wealth Management.
What credentials do the team members hold? +
Team members include a CPA (Matthew Beavers), an Accredited Asset Management Specialist (Ryan Finglass), and professionals with extensive experience in wealth management and client service.
How does Beavers Wealth Management support client education? +
The firm hosts educational and social client events, including the “Let’s Talk Markets” webinar series, to keep clients informed about market trends and financial insights.
Contact Beavers Wealth Management of Raymond James
