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Wealth management for the exceptionally successful
You’re an expert in your field and have had great success in your career. So trust our own team of specialists to care for your financial health and optimize your investments to reach their full potential.
"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."
— Craig Beden, Founder
Small firm. Big hearts.
You can find financial planning firms anywhere. What sets Beden Wealth Management apart from the rest is the ability to offer an always-on team of advocates who will be with you through all of life’s ups and downs.
We have agents licensed to sell insurance in the following jurisdiction(s): CA, CO, CT, DC, DE, FL, GA, KY, LA, MA, MD, ME, MI, NC, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, VA, WA, WV. We have agents licensed to sell securities in the following jurisdiction(s): AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Craig Beden; domiciled in VA, CA Insurance License #0C98746. Dana Beden; domiciled in CA, CA Insurance License #4179113.