The 'Financial Doctors' Blend CFP® Discipline With Wall Street Know-How
FORBES | Forbes
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Erica Klein | Editorial Director
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East Midtown Partnership | East Midtown Partnership
Putting Your Financial Security First
Beekman Financial Planning LLC, is a boutique investment management and financial planning practice located in Midtown Manhattan. All professional services are performed by a Certified Financial PlannerTM who has held the designation for over 18 years with extensive Wall Street management experience in investments, retirement planning, qualified pension plans, tax efficient investments, estate and gift planning, education planning, risk management (insurance) and general personal financial planning. Client accounts are held at Scottrade, a brokerage firm with over 500 offices nationwide. For your convenience, account checking and debit card transactions are offered with your Scottrade Advisor Services account.
Your Partner in Money Decisions
With the exception of our insurance services, we are fee based, and provide superior services at an affordable price. Beekman Financial Planning LLC offers discounted fees (25% to 50% off of customary investment adviser fees) for clients with at least $250,000 of assets under our management in addition to a new custom tailored financial plan every three years. Please request a fee schedule for more information. We utilize institutional, no-load and front-end load-waived A-share mutual funds that have lower expense ratios.
We provide financial guidance and wealth management services to executives, business owners, professionals, retirees and others. Our guiding principle is to help each and every client achieve his or her financial and retirement goals through careful and thorough planning. Our professional expertise and seasoned judgement help to consolidate all aspects of your financial life into one coordinated plan.
Caring for Your Finances - It's What We Do
David Polevoy,CFP® is the firm’s Managing Member, with over 20 years experience in wealth management, financial planning, pension planning, finance and insurance. He has served as a Director of The Metro New York Society of The Institute of Certified Financial Planners. His prior experience includes being a Branch Manager at the Midtown Manhattan office of Wachovia Securities Financial Network, Registered Principal at Times Square - based Metro Financial Planning, and private Financial Planner on Lexington Avenue. Early in his career, he has worked as a Financial Adviser at the Park Avenue office of Prudential Securities and learned from the best money managers of yesteryear. David was awarded the prestigious designation of Certified Financial PlannerTM in 1997, and passed Securities Manager (Series 10) and Options Manager (Series 9) exams in 2002. His alma mater are the College for Financial Planning, Baruch College, University of Pittsburgh, Taylor Allderdice H.S. and the Hillel Academy of Pittsburgh. In his spare time, he enjoys sailing, the arts, theater, architecture and exploring the big city. David is a fan of the New York Giants and Rangers as well as Pittsburgh Steelers and Penguins.
At Beekman Financial Planning LLC, we strive to help you achieve financial security. We provide our clients with guidance to meet financial challenges and the peace of mind that comes with having a solid financial plan in place.
Call us at 1(855)FIN-DOC1 to schedule a complimentary initial consultation. Geographic location is not important, as we communicate with many electronically over Skype, Google, etc.
What's Your Plan?
No matter what your age is, it is of paramount importance to make the proper financial decisions that will enable you to become more financially secure and comfortable in the future. At Beekman Financial Planning LLC, we provide all of our clients with high quality investment and insurance planning advice. After all, we pride ourselves on providing individual attention and getting to know our clients well. We answer all questions and explain matters in simple, clear terms that everyone can understand.
We are ready to start educating you on all the financial and insurance options available. Start now and put yourself on the path to greater financial security. Give us a call at 1(855)FIN-DOC1 to learn about what we can do for you.