Beau Yurkevicius - Financial Planner, Baystate Financial

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Southborough, MA
Beau Yurkevicius - Financial Planner, Baystate Financial

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As a Financial Planner, Beau’s mission is to assist young families and family-owned businesses in getting to the next level of their financial journey.

Beau began his career in the world of physiology research where he developed the skills to organize and analyze data, then use it to tell a story. Beau continues to use these skills to similarly tell the client’s story. His goal is to understand where they are now and where they would like to be, then use coaching to bridge the gap between the two. Beau became interested in the world of personal finance as a young adult. He self-educated for 4 years before making the change to a career where he could take this knowledge and help others achieve their goals. He understands what information the public is consuming and what information has been left out of mainstream advice. Beau holds a New Life, Accident, and Health License in DC, GA, MA, CT, IN, FL, MD, TX, PA, IL, NY and FINRA Series 7, 63 and 66 Securities Licenses in MA, TX, DC, NC, VT, MD. Beau lives in Watertown, MA with his wife and fluffy cat. Beau continuously develops himself through his love of reading, exercise, and games. On his lists of favorites are camping, hiking, basketball, golf, writing lyrics, and playing strategic board and card games. Beau Yurkevicius is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. One Marina Park Drive, 16th Floor Boston, MA 02210 617-585-4500. 617-585-4500. Neither MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. CRN 202510-2965983

11/03/2026

Women often spend so much time investing in everyone else that their own future takes a back seat. A quick retirement check-in now can help you stay on track for the future you envision. Let's connect.

11/02/2026

Business and family circumstances can change over time. Periodically reviewing your succession strategy can help ensure it continues to reflect your goals and intentions for the future. Let’s review your options.

11/01/2026

Les deseamos a ti y a tu familia una celebración llena de alegría y unión mientras honran y recuerdan a sus seres queridos.

10/29/2026

You insure your home, car, and even your phone. But what about your income? An illness or injury could keep you from working and put your finances at risk. Let’s review your protection strategy and help safeguard your paycheck.

“When the well runs dry, we know the worth of water.” – Benjamin Franklin Drawing a poignant parallel between the value of water when the well runs dry and the crucial importance of disability insurance when one is no longer able to earn an income. This piece captures the essence of foresight ...

10/28/2026

Last chance to register! Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he shares perspective on today's economic and market environment and the factors that may influence markets in the months ahead.

Join Daken Vanderburg for a timely discussion on how economic growth has remained firm despite higher interest rates, persistent inflation pressures, and ongoing geopolitical uncertainty. The session explores what simmering geopolitical tensions and elevated inflation mean for the Federal Reserve, v...

10/27/2026

Open enrollment is an opportunity to review more than just health coverage. From savings accounts to retirement contributions, your benefits can have a bigger impact on your financial future than you might think. Before you click “submit,” let’s make sure you’re getting the most from what’s available to you.

10/26/2026

U.S. stocks ended last week mixed as investors moved away from technology and communication services and toward more defensive areas of the market. Treasuries gained on safe-haven demand, while inflation concerns persisted and elevated borrowing costs continued to pressure housing. Dive into this week’s market perspective for more analysis and key takeaways.

10/26/2026

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for planning. Whether you’re considering charitable giving, retirement savings, or other investment decisions, now may be a good opportunity to review your options and coordinate with your tax professional. Let’s connect.

10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

Address

134 Turnpike Road, Suite 300
Southborough, MA
01772

Website

https://financialprofessionals.massmutual.com/beau-yurkevicius

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