Home | Beran Financial Partners

YOUR MONEY. YOUR GOALS.
ONE PLAN TO GET YOU THERE.

Fiduciary financial planning built around the life you actually want to live.

Advisory services are provided on a fee-only basis.

WHAT'S YOUR MONEY FOR?

You've worked hard, saved well, and built something. Now the questions get bigger. When can you retire? How do you protect your family? What do you want to leave behind? We help you answer them, then build the plan that gets you there.

TALK TO AN ADVISOR

STRAIGHT ADVICE. CLEAR FEES. NO SURPRISES.

Your Goals First

Every strategy starts with what matters to you.

Collaborative Wealth Management

We find the right mix of investments together.

Clear Pricing Upfront

Advisory relationships are fee-only, with no commissions and no hidden fees.

Insights You Can Use

Markets, retirement, taxes, and Social Security. Straightforward articles to help you make better decisions.

Who We Serve

Where Are You Right Now?

Every stage of life raises different money questions. Start with the one that sounds like you.

Approaching Retirement

When can I stop working? How do I turn savings into a paycheck? When should I claim Social Security?

See how we help

Business Owners

Retirement plans for you and your team, a succession or exit strategy, and keeping business and personal wealth in sync.

See how we help

Growing Families

Saving for college, protecting your income, and building wealth while juggling everything else on your plate.

See how we help

Schedule a Call

How We Work

From First Call to a Plan You Can Follow

01

Discovery Call

A 20-minute, no-obligation conversation about where you are and where you want to go.

02

Your Plan

We gather the details and build a written plan covering investments, retirement, taxes, and risk.

03

Put It to Work

We review fees with you in writing, then implement the plan together, one step at a time.

04

Ongoing Reviews

Regular check-ins keep your plan current as markets, tax laws, and your life change.

EVERYTHING YOU NEED. BUILT AROUND HOW YOU LIVE.

PERSONALIZED WEALTH SOLUTIONS

We don't believe in one-size-fits-all plans. Our services are shaped around your life, your goals, and the legacy you want to leave. Each level of service is designed for a different stage of your financial journey, so you get the guidance and support you need to manage your wealth with confidence.

Fee-only and fiduciary references apply to advisory services only. Insurance products may be offered on a commission basis.

$0–$1M
FOUNDATION

Core planning to build wealth.

Dedicated Financial Advisor
Goal-Based Financial Planning
Ongoing Reviews With Your Advisor
Insurance Solutions Available
Tax Planning Available

$1M–$7M
SIGNATURE

Personalized strategies to grow what you've built.

Dedicated Financial Advisor
Goal-Based Financial Planning
Estate Planning
Insurance Solutions
Tax Planning Included
Full Portfolio Management

$7M–$25M
LEGACY

Advanced planning to protect what matters most.

Dedicated Financial Advisor
Goal-Based Financial Planning
Estate Planning
Insurance Solutions
Tax Planning Included
Expanded Review Schedule With Your Advisor

$25M+
PRIVATE CLIENT

Comprehensive solutions for complex wealth.

Dedicated Financial Advisor With Priority Service
Coordination With Your Tax Professional
Ongoing Estate Plan Coordination
Full Portfolio Management
Coordination With Your CPA & Attorney

MEET WILLIAM BERAN, AIF®, MBA

As an Accredited Investment Fiduciary, William is ethically bound to put your interests first. He founded Beran Financial Partners to offer financial planning and investment management on a fee-only advisory basis, as well as insurance solutions, to individuals, families, and businesses.

From budgeting and investments to retirement, taxes, career changes, and charitable goals, he helps you see what's possible and build a plan to get there.

SCHEDULE A MEETING

Free Checklist

Are You Ready to Retire?

Our Retirement Readiness Checklist covers the questions most people miss: income gaps, Social Security timing, healthcare before Medicare, and taxes on withdrawals.

Get the Checklist

Pick a Time