We will help you make sense of your money and investments, so you can spend your time living, not worrying. Fiduciary duty is the highest standard of care. Our advisors are legally and ethically required to act in your best interest. We will continually monitor your financial situation and adhere to best practices of conduct.
Not all financial planners are certified. We are. CFP professionals are held to strict, ethical standards to ensure our financial planning recommendations are in your best interest. You will receive the highest standard of care. Your financial plan begins with you. We will organize your financial situation, understand your values, and set priorities unique to you.
Not all financial planners are certified. We are. CFP professionals are held to strict, ethical standards to ensure our financial planning recommendations are in your best interest. You will receive the highest standard of care. Your financial plan begins with you. We will organize your financial situation, understand your values, and set priorities unique to you.
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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. I read books and I scoured the internet, but when it came to putting all of the pieces together, I was lost. Bullogic Wealth Management was started to help you put all of those pieces together and give you a clear picture of your finances.
Before you can entrust your financial future with your financial advisor, there are a series of questions you should be asking them. It is important to understand if they have your best interest. One of the most powerful documents you can have in your estate documents is the power of attorney (POA).
My wife and I decided to start being grown ups and we found Adam and could not be more pleased. We like to consider ourselves fiscally responsible, but working with Bullogic just makes it easier, and it feels like we have a leg up in our financial health. Aside from helping us develop a more detailed financial plan, there's a really personal touch that Bullogic offers that you really only get from a small business.
Reviews (10)
Puleng Kobedi
Nov 18, 2021
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MY BEST TRADING EXPERIENCE EVER I have seen and tried different strategies and methods even lost alot of money while trying. Until i was introduce to this new strategy that got me back on track and i have been able to regain my lost money and still making consistent growth on all of my trade. Mrs Lilian Wilson is an amazing trader, she steadily lifted me out of financial penury. If you are interested and tired of losing your money You can reach her on Email: Lilianwilson220@gmail.com WhatsApp: +1 (315) 696-7425
Saviour Money
Nov 22, 2020
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Was looking for an independent certified financial advisor to review all the various life/disability insurance policies always thrown at me. Also, wanted to someone to review my family finances to help determine best possible longterm and investment moves. Adam has been able to do that and more. He is EXTREMELY attention detailed which is a good attribute for someone who so much is riding on. Cant go wrong with Bullogic (p.s. I didn't know him personally, Googled him and was lucky to find )
Chris Thornburg
Nov 15, 2020
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My wife and I decided to start being grown ups and we found Adam and could not be more pleased. We like to consider ourselves fiscally responsible, but working with Bullogic just makes it easier, and it feels like we have a leg up in our financial health. Aside from helping us develop a more detailed financial plan, there's a really personal touch that Bullogic offers that you really only get from a small business. Adam knows you, your family, conversations from six months ago. He's really on the ball. They do goodwill for the sake of goodwill, and that's exactly the thing that separates Bullogic
Dennis J. Edwards
Oct 05, 2020
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Because of some health issues I needed to decide if I should go ahead and take early retirement at 64 and if I did, what would our retirement look like. After doing some searching for a financial consultant in our area, we found Adam.
Adam Beaty was EXACTLY what we needed. Because I have had a pretty fortunate career, budgeting has never been a strong point but having gone more than 2 years without any income on my part.. we knew we needed some help.
Adam gathered our financial information and took the time to carefully examine and understand our financial position. He was able to provide advice
Adam Beaty was EXACTLY what we needed. Because I have had a pretty fortunate career, budgeting has never been a strong point but having gone more than 2 years without any income on my part.. we knew we needed some help.
Adam gathered our financial information and took the time to carefully examine and understand our financial position. He was able to provide advice
Daniel Arbiter
Jun 05, 2020
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We recently started working with Adam to set up a financial plan. He is very knowledgeable and helpful and has answered all our questions very promptly. We appreciate his attention to detail and the customized, personalized service he provides. We look forward to working with Adam for years to come!
Lindsay Kirsch
Sep 29, 2019
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Wilma Ogier
Sep 16, 2019
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Review:
When my husband recently passed away, I was truly lost about what to do next. I reached out to Bullogic Wealth Management and Adam to help me understand my finances. He helped me understand where my financial situation stood and how to get my finances in order for retirement. He literally turned my future from being a winding road of stress and confusion to a clear path filled with hope and prosperity.
When my husband recently passed away, I was truly lost about what to do next. I reached out to Bullogic Wealth Management and Adam to help me understand my finances. He helped me understand where my financial situation stood and how to get my finances in order for retirement. He literally turned my future from being a winding road of stress and confusion to a clear path filled with hope and prosperity.
Bev Beaty
Aug 24, 2019
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Bullogic Wealth Management is different than the firms we've used in the past. Most firms are only interested in investments along with the risks and fees related to those stocks or funds. Bullogic has evaluated our budget, spending habits and taken the value of our assets into account along with the goals we are setting for the future to come up with a more realistic plan to determine our financial planning needs. I am more confident in our financial status and the goals Bullogic has helped us set to achieve our long term goals. Our portfolio has increased significantly due to their advice. Highly
Dorene Biagas
Jul 19, 2019
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We are so incredibly grateful that we found and are working with Adam. He is professional, knowledgeable, and extremely thorough. Adam takes time to get to know you to ensure your financial needs are met in every way. My husband and I have complete peace of mind about our financial portfolio with Adam as our financial advisor. It's rare to find someone as dedicated as he is who genuinely cares about your financial goals. We appreciate his attention to detail and the fact that he's always available to answer any questions we may have. If we could give him more than 5 stars, we would because he's
Kathryn K.
Jul 12, 2019
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My husband and I started using Bullogic Wealth Management early in the spring, and I am so glad we did. I am a retired teacher and my husband will be retiring at the end of this year. I have a decent pension with teacher retirement, but my husband will have nothing but Social Security. I was feeling a great deal of anxiety as we have debt that needs to be paid before the end of the year. My husband is not an easy man to convince, but he is completely on board with this plan, and that is due to Adam's handling of our finances and the programs he uses to help us stay on our budget and payoff
