Beck Bode

Beck Bode Providing highly personal investment guidance tailored to your financial and life circumstances

Providing highly personal investment guidance and wealth management tailored to each client’s financial and life circumstances.

06/25/2026

Summer FOMO hits different when everyone's doing the same thing at once.

The beach club waitlist. The "it" restaurant. The investment your group chat won't stop talking about.

Agood outcome doesn't always mean it was the right decision. And a good decision doesn't always come with instant results.

The goal was never to be first in line. It was to reach your destination.

This summer, we're here to help you tune out the noise and focus on what actually moves you forward.

Last week, we had the honor of being the presenting sponsor of the Michigan Girl At The Table Luncheon: a gathering of n...
06/23/2026

Last week, we had the honor of being the presenting sponsor of the Michigan Girl At The Table Luncheon: a gathering of nearly 90 women coming together to learn, connect, and invest in themselves.

Our very own Tammy Stoerkel took the stage with Michigan Girl founder Kandace Rae Chapple for an honest, heartfelt conversation about financial planning, the unique challenges women face throughout their lives and why it’s never too early or late to take control of your financial future. Tammy, your warmth and authenticity made every woman in that room feel empowered and we are so proud of you!

A huge thank you to Beth Holleman Price Bonnie Patten Barley and charles for representing Beck bode with so much heart and making the day run seamlessly from start to finish. Events like this don’t happen without our incredible team behind them. A special thank you to Kandace for letting us be a part of your amazing organization and hard work at this event!

Happy Father's Day to the dads, granddads, and father figures who show up for the people who matter most.Fittingly, this...
06/21/2026

Happy Father's Day to the dads, granddads, and father figures who show up for the people who matter most.

Fittingly, this month's Long View carries more than one father-and-son story. A father at Beck Bode and his son on the docks brought two firms together for an afternoon in Osterville. And advisor Peter Kalianiotis traces his work back to a lesson he learned at his parents' kitchen table.

At its heart, the June issue asks what freedom really means, and lands somewhere simple: less a number, more the ability to live on your own terms, with the people who matter most.

Read June's edition: https://beckbode.com/newsletters/the-long-view-june-2026

What a Saturday in Osterville. Beck Bode and Oyster Harbors Marine teamed up for a private afternoon on the water, and t...
06/18/2026

What a Saturday in Osterville. Beck Bode and Oyster Harbors Marine teamed up for a private afternoon on the water, and the day delivered!

A raw bar served off a wooden boat from Half Shelled. Top-notch beverages. Food from Dancing Spoons Food Truck - Cape Cod. And tours around the Harbor on some of the most beautiful boats on the market.

This one came together through Andrew Martone, a Sr. Client Advisor at Beck Bode, and his son Jack Martone, a yacht broker at Oyster Harbors Marine. A father and son who thought their worlds should meet, and they were right.

Thank you to everyone who joined us!

06/17/2026

Freedom is easy to picture and harder to define. A day on the water. Work you choose because you love it. The room to say yes to the people who matter.
That idea, freedom on your terms, runs through the June edition of The Long View.

Inside this edition:
* Building a New Legacy: Peter Kalianiotis on what his family taught him about money
* An Afternoon in Osterville: a day on the water with Oyster Harbors Marine
* Planning Corner: what financial independence really looks like

The full edition is linked in our bio.

06/17/2026

Freedom is easy to picture and harder to define.

A day out on the water. Work you choose because you love it. The room to say yes to the people who matter. The number in the account is only ever a means to those ends.

That idea, freedom on your terms, runs through the June edition of The Long View.

Inside this edition:

- Building a New Legacy: Peter Kalianiotis on what his own family taught him about money
- An Afternoon in Osterville: a day on the water with Oyster Harbors Marine
- Planning Corner: Ben Beck, CFP® and Jim Bode on what financial independence really looks like

Read the full edition: https://beckbode.com/newsletters/the-long-view-june-2026

Today, we want to recognize our very own Bonnie Barley who is celebrating 21 years with our team! We are endlessly grate...
06/16/2026

Today, we want to recognize our very own Bonnie Barley who is celebrating 21 years with our team!

We are endlessly grateful to have Bonnie as a member of the Beck Bode family. With a core skill set rooted in organization and a heart for people, Bonnie keeps both our clients and our colleagues smiling.
Everyone take a second to congratulate Bonnie!

06/15/2026

Finance doesn’t have to sound like jargon, buzzwords and confusing terms.

At Beck Bode, we believe financial planning should be approachable and empowering, because everyone deserves confidence to take control of their financial future.

A great hitter in Major League Baseball fails 7 out of 10 times. Seven. And they’re considered the best in the world. So...
06/12/2026

A great hitter in Major League Baseball fails 7 out of 10 times. Seven. And they’re considered the best in the world. Somewhere along the way, we convinced ourselves that success means never missing. Never looking dumb. Never admitting we were wrong. But that’s not how wealth is built. That’s not how anything great gets built. This summer, we’re walking you around the bases — breaking down every milestone on the path to real financial freedom. Because the only way to score is to step up to the plate.   FinancialFreedom

A great hitter in Major League Baseball fails 7 out of 10 times. Seven. And they're considered the best in the world. So...
06/12/2026

A great hitter in Major League Baseball fails 7 out of 10 times. Seven. And they're considered the best in the world.

Somewhere along the way, we convinced ourselves that success means never missing. Never looking dumb. Never admitting we were wrong. But that's not how wealth is built.

That's not how anything great gets built.

This summer, we're walking you around the bases, breaking down every milestone on the path to real financial freedom.

Because the only way to reach financial independence is to step up to the plate.

Address

Dedham, MA
02026

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16172092224

Website

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