Business Details
41 Years
experience
Premier Financial Advisers in Tysons, VA
Beden Wealth Management is a team of seasoned financial professionals dedicated to providing personalized wealth management solutions. With decades of combined experience, we specialize in creating tailored strategies that align with each client's unique financial goals. Our services encompass comprehensive investment portfolio guidance, tax optimization, estate planning, and retirement strategies, all designed to preserve and grow wealth across generations. We pride ourselves on delivering transparent, client-centric advice, maintaining rigorous professional standards through certifications like CFP, CLU, and ChFC.Our firm has earned industry recognition, including Forbes Best in State Wealth Advisors, reflecting our commitment to excellence in financial planning. We work collaboratively with attorneys and CPAs to ensure holistic financial solutions while prioritizing ongoing communication and client education. Our concierge-level service model ensures that each client receives focused attention and strategic guidance tailored to their evolving needs.
Services
Wealth Management
Financial Planning
Investment Strategies
Estate Planning
Tax Optimization
Retirement Planning
Insurance Analysis
Details
- Year established: 1985
Highlights and features
- 40 years of commitment to serving clients with personalized financial strategies
- Forbes Best in State Wealth Advisors 2025 recognition
- Team of certified professionals holding CFP, CLU, and ChFC designations
- Concierge-level service with focused attention for select clients
- Proven expertise managing $700M+ in assets under management
Associations and certifications
- SIPC
Services
Wealth Management
Our comprehensive wealth management services provide strategic oversight of financial assets through customized investment approaches. We develop tailored portfolio strategies considering each client's risk tolerance, financial objectives, and market conditions. The service includes ongoing portfolio monitoring, rebalancing, and performance reporting to maintain alignment with long-term goals while adapting to changing circumstances.
Estate Planning
Our estate planning guidance helps clients preserve wealth across generations through strategic asset distribution strategies. Working with legal and tax professionals, we implement solutions to minimize estate taxes, establish trusts, and create comprehensive succession plans. This service ensures clients' financial legacy aligns with their personal wishes while addressing complex multigenerational wealth transfer considerations.
Financial Planning
We deliver comprehensive financial planning covering budgeting, debt management, and retirement strategies tailored to clients' life stages. The service includes cash flow analysis, goal setting, and risk management assessment to create holistic financial roadmaps. Our approach emphasizes tax-efficient strategies and adaptive planning to accommodate changing personal and economic circumstances throughout clients' lives.
Tax Optimization
Our tax optimization service identifies strategies to minimize tax liabilities through strategic investment and retirement account management. We implement tax-efficient withdrawal strategies, charitable giving approaches, and investment vehicle selections to enhance after-tax returns. The service integrates with broader financial planning to maximize overall tax savings while maintaining alignment with financial objectives.
Retirement Planning
Our retirement planning service helps clients achieve financial independence through comprehensive preparation for post-career life. We analyze retirement income sources, develop sustainable withdrawal strategies, and optimize Social Security benefits to ensure long-term financial security. The service includes scenario modeling to assess different retirement timelines and lifestyle expectations while maintaining portfolio longevity.
People
Craig J. Beden
Founder
CFP, CLU, and ChFC-certified financial advisor with over 40 years of experience, specializing in wealth management for high-net-worth individuals and families.
Maryann Keith
Financial Advisor
Certified financial planner with CIMA and CDFA credentials, focusing on helping women achieve financial independence through comprehensive investment and wealth transfer strategies.
Dana Beden
Financial Advisor
Licensed financial advisor with expertise in investment portfolio management and client relationship development, serving clients across multiple states.
Mark Lester
Financial Advisor
CFP-certified advisor specializing in retirement planning and tax-efficient investment strategies for individuals and business owners.
Vinton McLaughlin
Financial Advisor
MBA-qualified financial advisor with CFP certification, focusing on wealth preservation strategies and intergenerational wealth transfer solutions.
Questions
What services does Beden Wealth Management offer?
We provide comprehensive wealth management services including investment portfolio management, estate planning, retirement strategies, tax optimization, and financial planning tailored to high-net-worth individuals and families.
What are the minimum asset requirements for your services?
For retired individuals or those nearing retirement, we typically work with $1 million or more in investable assets. For wealth-building clients, the minimum is $500,000 in investable assets.
How are your financial planning fees structured?
Our financial planning fees range from $3,000 to $10,000 based on complexity. Implementation of specific investment products or insurance solutions may involve additional fees outside the planning engagement.
What credentials do your advisors hold?
Our advisors hold industry-recognized certifications including CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), and CIMA (Certified Investment Management Analyst).
How do you approach investment portfolio management?
We use strategic asset allocation tailored to individual client goals, risk tolerance, and time horizons. Our approach combines traditional investments with alternative strategies to optimize returns while managing portfolio risk effectively.
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