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Beden Wealth

Management

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  • About Us
  • Your A-Team
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    • Wealth Management
    • Fee-Based Financial Planning
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    • 703-356-9522
    • cjbeden@bedenwealth.com
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  • …  
    • Home
    • About Us
    • Your A-Team
    • Services 
      • Wealth Management
      • Fee-Based Financial Planning
    • E-Money
    • Contact 
      • 703-356-9522
      • cjbeden@bedenwealth.com
    • News
    E-MONEY

    Beden Wealth

    Management

    • Home
    • About Us
    • Your A-Team
    • Services 
      • Wealth Management
      • Fee-Based Financial Planning
    • E-Money
    • Contact 
      • 703-356-9522
      • cjbeden@bedenwealth.com
    • News
    • …  
      • Home
      • About Us
      • Your A-Team
      • Services 
        • Wealth Management
        • Fee-Based Financial Planning
      • E-Money
      • Contact 
        • 703-356-9522
        • cjbeden@bedenwealth.com
      • News
      E-MONEY
      • Your A-Team

            

          

      • Everyone's relationship with their money is different. We want to know yours.

        Providing professionals with reliable, conscientious financial guidance since 1984

        Start a Conversation
      • Since 1984 as a wealth manager Craig has served attorneys and high net worth families across the USA

        Beden Wealth Management offers a broad array of financial services for its clients throughout the country.

        * as of 12/31/2021

      • Beden Wealth Management for the Exceptionally Successful

        We provide financial planning and sophisticated wealth and investment

        management services for attorneys and other high-income professionals, as

        well as those in need of clarity surrounding their wealth. We work with our

        clients to help them reach their goals, organize their financial lives, and

        optimize their wealth through platinum level service and support.

      • A Unique Portal For Organizing Your Financial Life

        All of our financial planning clients receive a secure portal to help them clearly view their entire financial picture,

        make smart decisions, and stay on track with their goals.

        With clarity comes confidence and comfort.

        Learn More
      • Our Clients

        Attorneys

        For 30 years, we have served the unique needs of attorneys. Over the course of a legal career, many generate substantial income; however, ultimate long-term wealth accumulation and financial security depends equally on habits and how wealth is managed. We have been able to help deliver a comprehensive, holistic approach to the needs of attorneys and their families. We work to impact all areas of an attorney’s financial life through planning, investment management strategies, and overall wealth management to provide solutions to a variety of complexities and issues.

      • High Income Professionals

        Our practice has been designed to assist in managing the financial lives and legacies of smart, busy people. We know that making money is quite different than managing money. Many of our clients are extremely successful at making money but that often does not leave a lot of time to be an expert in personal money management. We work with those professionals who are interested in delegating the management of their wealth to specialists.

      • Widows

        Through introductions from our current clients, we also have served many widows helping them understand their wealth and plan for their financial future. We know that when an individual becomes suddenly single, it is critically important to have a team of trusted advocates that can help to get your financial house in order. We assist widows with planning and managing their financial affairs.

        That may include:

        • Evaluating your personal and household expenses
        • Determining where your money is and organizing it
        • Helping make smart (not hasty) moves with your money
        • Making recommendations based on your best interests
        • Coordinating a team of experts for you
        • Delivering objective investment and financial advice
        • Educating you on all of the elements of your financial life

      • About Us

        Life is full of uncertainties, especially in a volatile market.

        When planning your financial future, you need someone who understands your concerns, is knowledgeable about your industry, and has expertise in navigating personal finance.

        You need someone committed to placing your needs first, a wealth manager with a history of success, a professional who can relate firsthand to your lifestyle.

      • A Specialization in High Net Worth Clients

        Craig has spent his career serving attorneys, lobbyists, entrepreneurs, business owners, and surviving spouses. He understands your particular set of challenges, such as how to plan around the vesting schedules of equity compensation or how to gain tax benefits from charitable planning.

        A Smaller Firm with Personalized Attention

        Beden Wealth Management is not a large financial corporation. Craig and his expert team devote greater resources to a smaller client list. This allows you access to the personalized attention needed to integrate your many assets and help grow your high-wealth portfolio.

        Customized Solutions

        Larger financial firms are often only able to offer one-size-fits-all solutions, but your goals are not one-size-fits-all. They're unique, which is why you've been successful. Success requires detailed care and the ability to reinvent and strategize. Beden Wealth designs customized wealth management opportunities for each individual client.

        A Goal-Oriented Outlook

         

        As an affluent professional, you will likely have a goal-oriented outlook on life, and keep your eye on the prize. Craig and his team share your vision for meeting life's challenges head-on and concentrating on developing innovative investment strategies that consistently yield results.

        An In-House Compliance Department

         

        The entire staff at Beden Wealth Management is dedicated to ensuring compliance with all federal and state laws, rules, and regulations surrounding investments and estate planning. Each member of Craig's team is committed to integrity in their role every day. The proof is in their resulting excellent record of compliance.

        An Unsurpassed Focus on

        Equity Compensation Planning

        Many executive-level clients have non-cash compensation assets in their portfolios, such as company stock and equity options. Craig has set the bar in the field of equity compensation planning and focuses on how to design strategies to help develop the growth potential of these assets, including concentrated stock

        or non-qualified stock.

      • Craig's Mission

        "My mission is to use my insight and experience to help my clients uncover their life’s goals,

        and design a path to reach them, through our wealth management planning."

      • Meet the A-Team

        CRAIG J. BEDEN , CFP®, CLU, CHFC

        Financial Advisor

        JIM HANAGAN , J.D.*

        Director of Business Development

        MARYANN KEITH, CFP®, CIMA®

        Chief Operating Officer/ Investment Strategist

        DANA BEDEN

        Financial Advisor

        GIGI JOHNSON

        Director of Client Services

        SAMANTHA COLAN

        Director of Investment 

        New Business

        TINA SPELLMAN

        Director of Financial Planning

        CORTNEY ANTONIEWICZ

        Director of Account Services

        ROBIN BEDEN

        Consultant

         MARK LESTER, CFP®

         Financial Planning Director/Agency Supervisory Officer

        FRANK MAGUIRE

        Agency Supervisory officier

      • Services

        Wealth Management and Fee-Based Financial Planning

      • Wealth Management

        You have a busy professional career. That’s a lot of responsibility and can leave you with little time to care for your own financial health. Over the years, your assets may become scattered across many different accounts, making them difficult to effectively manage. This is called a “financial junk drawer,” i.e. a disorganized portfolio of miscellaneous investments that are not optimized to develop into their full potential. If this sounds familiar, you may need an integrated wealth management strategy tailored to meet your comprehensive financial goals. Regardless of which investment phase you are focused on, Craig can help devise the appropriate investment strategy for you, whether you’re in the accumulation phase, still furthering your executive-level career, or you’re enjoying your retirement. He can also advise you on the distribution of your estate, giving you and your family financial confidence

         

         

        WEALTH MANAGEMENT SOLUTIONS TO HELP YOU GROW YOUR ASSETS:

        Equity Compensation Planning (ECP)

        Equity compensation is non-cash payment that represents ownership in a business, such as restricted stock or performance shares. Many executives receive equity compensation, which has its own unique set of rules and tax laws. Equity compensation planning can be notoriously difficult, leaving clients with unanswered questions such as: “What should I do if I’m still within the vesting period?” or “How can I lower my stock’s level of risk?” Craig and his team specialize in ECP and can help you diversify out of that asset concentration in a tax-efficient way to help to lower your risk and grow your wealth. Using a managed money approach, he can advise you on how to help optimize your equity compensation assets including incentive stock options (ISOs), non-qualified stock options (NQSOs), or restricted stock units (RSUs).

        Charitable Gift Planning

        One of the greatest joys of being successful is the ability to use your assets to help make the world a better place. With charitable gift planning, you can invest your money to potentially produce higher returns which can then be donated to charity, supporting the causes you love not only throughout your lifetime, but also after you're gone. Craig's charitable gift planning strategies are designed to fit your personal interests and goals for benefiting NGOs while helping to maximize potential tax benefits.

        Social Security Analysis

        In the flurry of balancing so many other financial priorities, executives and entrepreneurs sometimes overlook the need to optimize their Social Security benefits. Through an analysis of your Social Security benefits, Craig can help provide information on when and how to collect retiree, spousal survivor, divorcee, parent, child, or disability benefits.

        Integrated Asset Allocation

        Asset allocation is one of the most important decisions you can make. It's a wealth investment strategy that seeks to mitigate risk and increase returns by allocating a portfolio’s assets according to an individual’s specific long-term goals. Integral to effectively managing your money, Craig can shift your asset allocations depending on market conditions to help generate more consistent returns with less overall portfolio risk.

         

        Asset allocation does not guarantee a profit or protect against loss in declining markets. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio or that diversification among asset classes will reduce risk.

        Estate Planning

        Another important decision you need to make is what to do with your assets after you die. Knowing the fruit of your life’s work will be secure when you are gone can be a great relief, allowing you to enjoy your hard work well into retirement without worry. Craig and his team can advise you on how to plan for your estate while minimizing gift, estate, generation-skipping transfer, and income taxes. And, he can help you with distribution planning, i.e. what happens to your assets after both you and your spouse are deceased.

         

        Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

      • Fee-Based Financial Planning

        We bring focus, strategic awareness, and vigilance to the financial planning
        process to keep you on track to reach your goals

      • Having a written financial plan that is reviewed and updated regularly is one of the best strategies for reaching financial success.

        We work with our clients to help them set measurable goals, create a plan of action for reaching those goals, evaluate and make smart financial decisions, and maintain good financial habits along the way.

      • * Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.

         

        Financial Planning with Craig Beden means that these and other financial needs unique to your profession are considered as part of your overall strategy.

      • We Plan With You To Help You Meet Your Goals

        • Setting measurable goals
        • Understanding the effect of your financial decisions
        • Periodic re-evaluation*
        • Emphasis on continual communication*
        • Constant vigilance about your particular circumstances

      • Let's Talk!

        8444 Westpark Drive
        Suite 500
        Tysons, VA 22102
        Toll Free: 866-356-9522 Tel: 703-356-9522 Fax: 703-997-5866
        Toll Free: 866-356-9522 Tel: 703-356-9522 Fax: 703-997-5866
        cjbeden@bedenwealth.com
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      • View Our Customer Relationship Summary

      Craig Beden is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org).

      Beden Wealth Management is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

       

      8444 Westpark Drive

      Suite 500, Tysons, VA 22102

      (703) 356-9522

      Check the background of this investment professional on FINRA's BrokerCheck.

       

      Copyright © 2018 Craig Beden, CFP®. All Rights Reserved.

      CRN202303-2186866

      Licensed in All States, DC, PR, VI

      © 2020

      Forbes Best in State: This award has been awarded by SHOOK Research and Forbes on 4/7/22 for the following period by 1/1/2022-12/31/2023. Financial Times 400 Top Financial Advisers: This award has been awarded by Financial Times on 3/5/2020 for the following period by 1/1/2020-12/31/2020. The Washingtonian Top Financial Adviser was awarded 2/25/2022 based on calendar year 2021 criteria. Five Star: This award has been awarded by Five Star Professional on 6/14/2021 for the following period by 1/1/2021-12/31/2021. This recognition is based solely on a survey of financial advisor peers in the Washington D.C. area.

      CRN202503-1945079

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