Beronio Wealth Planning

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Beronio Wealth Planning Beronio Wealth Planning is a full service financial services firm with Independence Powered by LPL Fi Our sole focus is serving our clients.

Beronio Wealth Planning aims to provide comprehensive financial planning advice with a focus on sustainable results for all our clients goals and objectives. As an independent firm, BWP has no obligations to investment product manufacturers and no cross-sell quotas or other home-office directives. We Provide objective financial planning and investment advice, based on a thorough understanding of your unique circumstances and philosophy about wealth management. We offer the benefit of our experience, education and professional training to help our clients reach their personal financial goals. We survey the marketplace on an ongoing basis to find appropriate vehicles for proper asset deployment, and, in most cases, incorporate said vehicles in our own portfolios. As such, the advice we give remains a personal endeavor. Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC www.finra.org, www.sipc.org. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.PeterBeronio.com.

Many have heard they should avoid probate; do you understand what probate is and how it works?
10/26/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
10/23/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

Children with special needs may need ongoing help after their parents are gone.
10/21/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Business owners should consider a succession plan sooner rather than later.
10/19/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Three tips for giving smart from the heart.
10/16/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
10/14/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
10/12/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Check out this informative video on bull and bear markets to better understand how the stock market works!
10/09/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

Learn about the difference between bulls and bears—markets, that is!

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
10/07/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

Address

2601 Trimmier Road
Killeen, TX
76542

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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