Jeff Beyer

FOUNDER & CEO
Experience:

20 years

Biography:

Jeff Beyer is the owner of Paladin Retirement Advisors and has been in the financial services industry since 1999.

Jeff Beyer is the owner of Paladin Retirement Advisors and has been in the financial services industry since 1999. His focus is developing financial plans and retirement strategies that help satisfy a client’s important life and investment needs. He strongly believes in what he does and wants to help you prepare the road map for your future.

His approach in working with clients is more like a retirement coach than a traditional financial advisor, because he thoroughly informs and recommends to clients what he feels is the best strategies and concepts available in the industry today for retirement financial planning.

Jeff has passed his Series 6, 63 and 65 securities exams, is an Investment Advisor Representative in Pennsylvania and New Jersey, and has Life, Health & Long-Term Care Insurance licenses in Pennsylvania and New Jersey.

He has a Bachelor of Science degree in Business Administration from Wake Forest University. He is also the Ambassador for a Financial Awareness Foundation in Bucks County and an Ambassador for the Lower Bucks Chamber of Commerce.

In his spare time, he enjoys spending time with his wife, Beth, and their three boys, and loves traveling to different places with them even if they are just discovering cool places around Bucks County.

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Investment advisory services offered only through AE Wealth Management, LLC (AEWM). AEWM and Paladin Retirement Advisors are not affiliated companies.