Beirne Group

Beirne Group Beirne is a SEC registered investment advisory firm based in Connecticut

Beirne Wealth Consulting (“BWC”) is a SEC registered investment advisory firm based in Connecticut and Pennsylvania. The company is privately-owned and the partners have been providing investment advice to institutional and individual clients for over 50 years. At BWC we seek to help our individual clients recognize their true desires and motivations in terms of lifestyle, retirement and legacy. O

ur institutional clients have benefited from our philosophy and disciplined investment process, which has helped fulfill the needs of public and private pension plans, endowments and foundations over the past 4 decades. Bringing clarity to the consulting process by being a “fiduciary” in our space is what our clients expect us to do as we consistently “think differently” at BWC to navigate the financial markets of today in order to achieve the desired outcomes that matter to our clients.

Happy Father's Day to all the fathers and father figures who make a difference through their guidance, support, and unwa...
06/21/2026

Happy Father's Day to all the fathers and father figures who make a difference through their guidance, support, and unwavering dedication.

Today we celebrate the role you play in shaping families, strengthening communities, and inspiring future generations.

From all of us at Beirne, we wish all celebrating a wonderful Father's Day.

06/19/2026

Today marks Juneteenth; The anniversary of June 19, 1865, when the last enslaved Americans in Galveston, Texas, finally learned they were free, more than two years after the Emancipation Proclamation.

It's a day that carries weight. A reminder that freedom, once declared, still had to travel. That progress is rarely immediate, and rarely finished.

It's a day for remembering, for listening, and for noticing how history continues to shape the present. Whether you mark it with family, with reading, with conversation, or with stillness, we hope it offers space for reflection.

A friendly reminder that our office, as well as the markets, are closed. We will resume normal business on Monday June 23rd.

06/16/2026

Before summer gets into full swing, take a quick mid-year financial check-in.

Ask yourself:
✔️ Is my tax withholding still accurate?
✔️ Are my beneficiary designations up to date?
✔️ Does my insurance coverage fit my current needs?
✔️ Am I on track with 401(k), IRA, or HSA contributions?
✔️ Do I have a realistic plan for summer spending?

You don’t need a complete financial overhaul. Just a few proactive reviews now can help avoid surprises later. Small adjustments today can make a meaningful difference by year-end.

If any of these questions raise concerns or you'd simply like a second opinion, our team is here to help. A brief conversation can help provide clarity and guidance to help keep you on track for the rest of the year.

On this Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice in service to our co...
05/25/2026

On this Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Their courage, dedication, and selflessness will never be forgotten. We are grateful for their service and extend the deepest respect to the families who carry their legacy forward.

In observance of the holiday, our office and the markets are closed. We will resume normal business hours tomorrow Tuesday, May 26th.

05/19/2026

Financial wellness is more than budgeting and saving. It’s about creating stability, confidence, and opportunity for the people who matter most.

For families, financial wellness means building a foundation where children can thrive, goals feel achievable, and unexpected moments are met with preparedness instead of fear.

For women, it’s also about empowerment; Having the knowledge, resources, and confidence to make informed financial decisions, grow wealth, and create lasting generational impact.

When investing in financial education and healthy financial habits, we believe it strengthens not only individual households, but entire communities.

Financial wellness is not a destination. It’s a lifelong journey toward security, freedom, and peace of mind.

05/12/2026

Last week, we talked about 529 plans and the importance of planning ahead for education expenses.

Family financial planning goes far beyond college savings. Protecting your income, preparing for retirement, building emergency savings, and creating long-term stability are all part of the bigger picture.

The goal isn’t just having a financial plan. It’s about creating peace of mind for your family and confidence in your future.

No matter where you are financially, small steps today can make a major difference down the road. If you’d like to talk through your goals or current plan, we’re always happy to connect.

This Mother's Day, we recognize and celebrate the mothers, caregivers, and mother figures who have supported, guided, an...
05/10/2026

This Mother's Day, we recognize and celebrate the mothers, caregivers, and mother figures who have supported, guided, and inspired the people behind our team.
We are grateful for the lasting impact they make in our lives, families, and communities every day. Wishing all who are celebrating a meaningful and happy Mother's Day.

05/05/2026

529 plans are a simple, tax-advantaged way to save for education.

Your money grows tax-free and can be used for more than just college; Think trade schools, certifications, and even some K–12 expenses.

They’re flexible, but still come with rules to understand.

Not a perfect fit for everyone; But if you’re curious how it could fit into your plan, we always welcome the conversation.

[North Haven, CT] — April 29, 2026 — Lindsey Allard, a leading voice from Beirne’s Women on Wealth, spoke at a recent en...
05/01/2026

[North Haven, CT] — April 29, 2026 — Lindsey Allard, a leading voice from Beirne’s Women on Wealth, spoke at a recent engagement hosted by the Working Women's Network at Yale (WWN), an organization dedicated to fostering connection, growth, and well-being among women at Yale University.
The event brought together a vibrant community of women committed to personal and professional development. During the session, Allard presented on financial empowerment, sharing strategic insights into building confidence with money, creating sustainable wealth, and approaching financial decision-making with clarity and purpose.
“Financial empowerment is foundational to overall well-being,” said Allard. “It was an honor to collaborate with the Working Women's Network at Yale, an organization that is deeply aligned with the mission of supporting women in every dimension of their lives—personally, professionally, and financially.”
Attendees received actionable strategies, thoughtful perspective, and a framework for integrating financial literacy into a broader vision of leadership and life design.
The Women on Wealth platform continues to serve as a powerful platform for women to engage in meaningful dialogue, access resources, and build a strong, supportive community.

Financial Literacy Month may be coming to an end, but the conversation shouldn’t. Some of the most important money lesso...
04/28/2026

Financial Literacy Month may be coming to an end, but the conversation shouldn’t. Some of the most important money lessons don’t happen in a classroom, they happen at home. Teaching kids how to save, spend, and think about money early can have a lasting impact.

It doesn’t have to be complicated. Small, consistent conversations can build confidence and lifelong habits.

April is a reminder, but financial education is a year-round investment.

If you’re thinking about ways to start these conversations with your family, we’re always here to help.

Address

3 Enterprise Drive, Suite 410
Shelton, CT
06484

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+12037018606

Website

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