It isn't just what you make — it's what you keep. Independent, fee-only, and tax-aware from the first conversation forward.
Asset location, harvesting, withdrawal sequencing, charitable structuring — planned with your CPA in the room, not after the fact.
No proprietary products, no legacy brokerage constraints. Our only incentive is the outcome you keep.
Professional-grade research and quantitative portfolio construction, delivered by the same team that answers your call.
Jodi founded Beta Wealth Group in 2009 and brings more than 20 years of wealth planning and portfolio construction experience to individuals, family offices, and institutions. She is a CFP® professional and a fee-only NAPFA member.
Braxton brings more than 15 years of experience across financial services and federal service, including a decade in the U.S. Air Force. As an Enrolled Agent admitted to practice before the IRS, he manages complex financial matters for clients with a focus on the client experience.
Tell us where you are. We'll tell you what we'd do differently — including what it would save you in taxes. If we aren't the right fit, we'll say so.