Beyond Wealth Advisors

06/02/2026

"Last month, I had the honor of attending the Forbes Top Women Advisors Conference for the first time! I met so many amazing, inspiring women and made great connections that I’m truly grateful for—plus, I walked away with some incredible insights and takeaways that I’m excited to put into action." - Lauren Morgan, Financial Advisor

06/01/2026

Today is Cassondra's 7th Work Anniversary with Ameriprise 🎉 Please join us in celebrating and showing our gratitude for everything she does!

05/31/2026

Today is Shannon's 29th Work Anniversary with Ameriprise 🎉 Please join us in celebrating and showing our gratitude for everything she does!

05/29/2026

🎓 Happy 529 Day! 🎓
May 29 is the perfect reminder to talk about one of the most powerful tools for education planning—the 529 College Savings Plan.
A 529 plan offers tax-advantaged growth, flexibility in how funds are used, and can be an impactful way to invest in a child or grandchild’s future education. Whether you’re just getting started or already saving, having a clear strategy can help turn today’s savings into tomorrow’s opportunities.
We’ve answered some of the most common questions about 529 plans—including who can contribute, how funds can be used, and how they fit into an overall financial plan—in our latest article: https://bit.ly/4uH20PW
If education planning is part of your goals, we’re here to help you simplify your options and feel confident about your next steps.

Learn the ins and outs of 529 plans.

05/29/2026

Please join us in wishing Sydney and Brody a very Happy Wedding Anniversary! ❤️🎉

05/28/2026

Thank you to everyone who joined us for our Fairfield Open House! It was such a pleasure welcoming you into our updated office, introducing you to our expanded team, and enjoying a fun evening together. From the amazing bites by Cincy Smash, Red Sesame, and Kona Ice food trucks to the great conversations, it truly meant a lot to celebrate with you!

05/27/2026

Please join us in wishing Jeff and Kimberlee a very Happy Wedding Anniversary! ❤️🎉

05/26/2026

Happy Birthday Amy! 🎉 We wish you the best on your special day!

05/22/2026

Honoring Our Heroes. Our office will be closed on Monday, May 25 for Memorial Day. If you need assistance, call 800-862-7919. We remember and honor those who served

05/21/2026

Thank you to our wonderful clients who joined us for our Kentucky Derby Cocktail Party this past April at the Liberty Collective! We hope you enjoyed the delicious food, stylish attire, and great conversation—we truly appreciate you!