Interview with Randy Beeman, Director of Wealth Management Formally YHB Wealth Advisors and Now GJ Wealth Advisor

Randy Beeman has more than 15 years of experience managing financial assets for individuals, retirement plans and businesses. Randy joined YHB | Wealth Advisors in January of 2018 and serves as the Director of Wealth Management. He was a co-founder of the Wise Investor Group in Reston, Virginia and co-hosted The Wise Investor Show on WMAL 630 AM and 105.9 FM in Washington, D.C., and the Midweek Update podcast heard on iTunes. Randy was named to the list of Barron’s “Top 100 Financial Advisors” in the United States each year from 2009 to 2013. He is the co-author of Value Returns: Wise Investing for the Next Decade and Beyond.

Prior to entering the professional wealth management field, he enjoyed building entrepreneurial business ventures from start-up to eventual sale and providing accounting services for public and private firms. Randy received a bachelor’s degree in accounting from the University of Maryland and an MBA in finance from Shenandoah University.

(Barron’s Top 100 Financial Advisors Award is based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. The financial advisor does not pay a fee to be considered for or to receive this award.)

Interview questions:

Partnership | Earlier this year, YHB Wealth Advisors announced a partnership with Glass Jacobson (GJ) Wealth Advisors. Can you highlight the additional capabilities and resources from the partnership?

Introduction | Please provide an introduction to GJ Wealth Advisors. Key services, capabilities

Responsibilities |What is your focus on now with the transition to GJ?

Media | You were a co-founder of the Wise Investor Group in Reston, Virginia and co-hosted The Wise Investor Show on WMAL 630 AM and 105.9 FM in Washington, D.C. Please share those experiences.

Team | Who are the other key members of the team?

Growth | What are the growth plans for GJ and YHB now with this partnership?

Connect with Randy on LinkedIn

We are all about you. At YHB we are passionate about finding custom solutions to help you thrive. As a leading CPA and advisory firm, we work with some of the most innovative and passionate leaders and organizations across the region. Established in 1947, we offer clients comprehensive accounting, auditing, tax, wealth management and risk advisory services. In addition to serving individuals, estates and trusts, the firm has extensive experience in working with both public and private businesses.