Senior Financial Adviser
Senior Financial Adviser
As a fee-only, fiduciary adviser, my focus is on providing financial counsel that addresses your immediate needs and helping you achieve your long-term goals - Kyle Beckhusen, CFP®, CLU®
Fee-Only financial planner located in Pittsburgh, PA, serving clients locally and across the country
Kyle Beckhusen is a Pittsburgh, PA fee-only financial advisor with over 9 years of experience building trust with his clients and helping them make decisions that serve both their present and future lives. He works closely with each client, developing comprehensive and customized investment and planning strategies, replacing anxiety about money with confidence about the future.
Kyle specializes in retirement distribution strategies, tax based financial planning strategies, and risk management, and loves to educate his clients to make the complex simple. His approach to service is to be responsive to client needs, proactively address life transitions, and to cultivate real, personal relationships with each client he serves.
Kyle Beckhusen is a Senior Financial Adviser at Wright Associates in Pittsburgh, PA.
Originally hailing from upstate NY, Kyle permanently relocated to Western Pennsylvania after attending Geneva College in Beaver Falls. When he’s not cheering on college basketball, he likes to stay active by running races, triathlons and playing pickup sports. He enjoys spending time with his wife and two children and serving in his local church as a deacon.
Designations and Education
- CERTIFIED FINANCIAL PLANNER™ 2020
- Chartered Life Underwriter 2019
- Bachelor of Science in Business Administration, Geneva College, Cum Laude
We are a fiduciary investment advisory that specializes in helping high earning individuals, families, and retiring professionals save more, invest better, and pay less in taxes.
We integrate financial planning, investment management, and cash flow management to develop dynamic strategies that help you replace money anxiety with confidence as you progress towards your goals. We put you in control.
Our approach is to leverage sound fundamentals and our team’s technical skills to build and rebalance custom portfolios to achieve your specific goals. As an independent RIA, we’re completely agnostic to providers and products, so the entire investment marketplace is available to serve your needs.
You only get to retire once; choosing the right adviser can make all the difference. From investments and cash flow to maximizing Medicare and social security benefits, we've helped over 100s of clients retire in comfort and with complete confidence.
Cash flow management
Saving and investing are the engine of your financial planning strategy. We work with you to create a detailed accounting of all inflows and outflows, and develop a methodical plan to help you save and contribute consistently to your investment accounts.
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
Kyle Beckhusen 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.
Kyle Beckhusen is a Chartered Life Underwriter® (CLU®)
A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.
Contact Kyle Beckhusen
61 McMurray Road
Pittsburgh, PA 15241