CFP®, EA, RICP®
Bullogic Wealth Management
Founder, Financial Advisor
CFP®, EA, RICP®
Bullogic Wealth Management
Founder, Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Adam Beaty, CFP®, EA, RICP®
Fee-Only financial planner located in Pearland, TX, serving clients locally and across the country
Adam Beaty has always been fascinated by the finance industry.
He obtained his degrees in Finance and Marketing from the University of Houston and utilized them in the stock market to manage a small conservative option hedge fund. As a Registered Investment Advisor, he was bombarded with questions such as, “How do I repair my credit?”, “How much money can I spend now that my husband has passed?”, and “How should I diversify my portfolio?” The problem with running a hedge fund is that you can only manage peoples’ investments, not help them manage their finances.
He became a CERTIFIED FINANCIAL PLANNER™ and started helping people with their money.
When Adam is not behind a computer screen working, you can find him in the kitchen perfecting another recipe or on the golf course searching for his perfect game.
Adam Beaty is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Managing Money is Hard
You’ve seen it happen.
A friend or colleague seems to be making all the right financial moves.
They bought a house, purchased that new car, their retirement accounts are overflowing, and they are stock-piling cash like it’s nobody’s business.
If you are like most people – you have no idea what to do with your money. If you’re lucky, you haven’t waited too long to get started.
You would think it would be easy.
You make money; you spend money. Spend less than you make and you are doing good.
But what are these few successful people doing differently?
That is exactly what happened to me when I started to care about my money.
I read books and I scoured the internet, but when it came to putting all of the pieces together, I was lost.
That’s when I decided I wasn’t alone.
Bullogic Wealth Management was started to help you put all of those pieces together and give you a clear picture of your finances.
Your retirement account or investments are not our only concern. We are financial life planners that want to make sure you are able to live the life you want.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Adam Beaty is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Adam Beaty is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Adam Beaty is an Enrolled Agent (EA) with the IRS
An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Adam Beaty is a Retirement Income Certified Professional® (RICP®)
A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.
Adam Beaty is Quoted on Process.st: "How to Use Checklists in the Workplace for Maximum Success"
Adam Beaty is Quoted on Financae Buzz: "Are High-Yield Savings Accounts Worth it? It Depends..."
Adam Beaty is Quoted on TheStreet.com: "Ask Bob: What’s the Best Social Security Claiming Strategy?"
Adam Beaty is Quoted on Business Insider: "A bond ladder is a relatively reliable source of passive income — here's how to build one"
Adam Beaty is Quoted on Mass Mutual: "Different types of 529 plans: Prepaid versus savings"
Adam Beaty is Quoted on Asset Builder: "Should You Buy A Fixed-Income Annuity For Retirement?"
Adam Beaty is Quoted on Up Journey: "What Can You Do with a Finance Degree"
Adam Beaty is Quoted on Life and Money by Citi: "Write Your Own Out-of-Debt Success Story"
Adam Beaty is Quoted on Fatherly: "4 Tips For Managing An Aging Parent’s Finances"
Adam Beaty is Quoted on Considerable: "The real benefit of HSAs — and why they’re not for everyone"
Adam Beaty is Quoted in Investor's Business Daily: "Advisors Empower Besieged Clients To Break Free Of Credit Card Debt"
Adam Beaty is Quoted in US News and World Report: "When to Expect Your Social Security Checks"
Adam Beaty is Quoted on LendingTree.com: "What You Should (and Shouldn’t) Do to Improve Your Credit Score"
Adam Beaty is Quoted on Mint.com: "How to Get Started Investing With $100 or Less"
Adam Beaty is Quoted on Fit Small Business: "Hard vs. Soft Credit Checks & Their Affect on Credit Scores"
Adam Beaty is Quoted in Reader's Digest: "The 14 Costliest Home-Buying Mistakes"
Adam Beaty is Quoted on CNN Money: "How to plan for taxes in retirement"
Adam Beaty is Quoted on Mint.com: "Should Freelancers Leverage an IRA?"
Adam Beaty is Quoted on Bestow: "Experts Share 6 Personal Finance Must-Dos by Age 35"
Adam Beaty is Quoted in US News and World Report: "How to Find the Best Pet Insurance Options (and Find the Best Plan for You)"
Adam Beaty is Quoted on The Huffington Post: "7 Financial Services You Should Never Pay For"
Contact Adam Beaty
3571 Mustang Ridge Lane
Pearland, TX 77584