Beall Financial Planning, INC.

Beall Financial Planning is a registered investment advisor headquartered in Macon, Georgia, providing fee-only financial planning, investment management, and access to third-party asset management programs. Beall Financial Planning focuses on conservative, globally diversified investment portfolios using low-cost mutual funds and exchange-traded funds, guided by modern portfolio theory and strategic asset allocation. Clients can work with the firm on an hourly basis for targeted financial planning or choose ongoing wealth management services where Beall Financial Planning actively oversees their investment portfolios. The firm also offers access to turnkey asset management programs for specialized portfolios. Beall Financial Planning operates as a fiduciary, meaning the firm is legally required to act in your best interest, and does not accept commissions or third-party product sales.