Merrill Lynch Financial Advisor Jeffrey Beach

Merrill Lynch Financial Advisor Jeffrey Beach is a financial planner in Columbia, SC. The Beach Group focuses on helping individuals and families design and implement personalized plans to pursue financial goals and manage investment risk.

The practice prioritizes understanding life priorities and what matters most to each client. The approach involves listening carefully to understand a client's current wealth standing and future objectives to create solutions that turn goals into reality. This collaborative process is designed around the specific needs, family, and aspirations of the client.

The office is located on Gervais Street in Columbia. It is situated near the Supreme Court of SC and the Trinity Episcopal Cathedral, and is a very short walk from the SC Generals of the Independence monument and the James F. Byrnes public artwork.

Jeffrey Beach and the team have earned recognition as part of the Forbes Best-in-State Wealth Management Teams for 2024-2025. This standing reflects a commitment to excellence in wealth management for the local community.

The Beach Group provides dedicated financial planning services to residents of Columbia, SC.

Services:

• Family financial planning
• Financial goal setting and achievement
• Investment risk management
• Personalized wealth management plans
• Wealth preservation strategies
• estate planning services
• guidance on concentrated stock positions
• retirement income planning