Jason A. Beatty
CFP®, EA, RICP®, MBA
As a CFP®, EA, RICP®, and MBA, I combine deep technical expertise with a values‑driven approach to help clients pursue Financial Freedom. I focus on building comprehensive, tax‑efficient strategies designed not just for growth, but for a smooth, sustainable retirement—creating a plan that works for your life, not just your portfolio.
Our Story
Founding Principles
- Integrity in every transaction
- Tax-focused growth strategies
- Multi-generational legacy building
The Beatty Approach
With a foundation built on integrity and a deep commitment to integrated financial planning, Beatty Wealth Management & Tax Services was founded to bridge the often-overlooked gap between wealth creation and tax efficiency. Our firm is dedicated to the belief that true financial success is not just about the numbers on a balance sheet, but about the security and legacy those numbers represent for your family and future generations.
Today, we serve as trusted advisors to a select group of individuals and businesses, providing the sophisticated guidance needed to navigate complex financial landscapes. Our commitment to artisanal service means every plan is bespoke, reflecting the unique values and long-term aspirations of the clients we are proud to serve.
Expertise & Designations
Professional Credentials
CFP®
Certified Financial Planner™
The standard of excellence in financial planning, requiring rigorous education and ethical standards to provide fiduciary wealth guidance.
EA
Enrolled Agent
Federally-authorized tax practitioner with technical expertise in the field of taxation and the power to represent taxpayers before the IRS.
RICP®
Retirement Income Certified Professional®
Advanced training in retirement income planning, focusing on building sustainable strategies for late-stage wealth management and distribution.
MBA
Master of Business Administration
Providing a comprehensive foundation in business strategy, organizational leadership, and sophisticated financial analysis.