Beronio Wealth Planning

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 y

our 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.

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.
06/24/2026

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Information vs. instinct. Are your choices based on evidence of emotion?

How much do you know about stocks?
06/22/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

Saving for college doesn’t have to be as complicated as college itself.
06/19/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

06/19/2026
Secrets of the Temple: How the Federal Reserve works.
06/17/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

06/15/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
06/12/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
06/10/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
06/08/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Every year since 1947, the U.S. President pens an economics textbook.
06/05/2026

Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

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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