Dale P. Beals, RIA
Dale Beals Financial Wisdom LLC, is a fee-only Registered Investment Advisor (RIA). We are independent, and not affiliated with any broker-dealer, bank, or insurance company. We do not sell any financial products. Rather, we focus on managing investment portfolios for our clients. As an RIA, by law, we have accepted a fiduciary relationship with our clients, which legally requires us to put client interests first (unlike traditional brokerage, insurance, or bank advisors).
We also provide the mobile app PortfolioWisdom, which changes everything for the Individual Investor managing their 401k or their own investment accounts. This is a tool that helps the individual effectively manage his portfolio risk and asset allocations without spending an arm and a leg on commissions, annual fees, or subscriptions. This app runs on recent iPhones, Android devices (including Kindle), and the Chrome and Safari browsers.
The subscription cost for this app is $10 every two years. The methodology underlying PortfolioWisdom is the same one that Mr. Beals uses as a tool in managing his clients’ portfolios.
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Listing Title: Dale P. Beals, RIA