About Us
A trusted resource through all of life’s moments.
Big or small, every moment in life — a job change, a new child, an inheritance, tragedies and triumphs — comes with financial impacts. As experienced professionals, Beden Wealth Management is a team of clear-minded, intelligent advisors who will keep you on a path not only to financial success, but to your definition of wealth building.
Today, Craig Beden services more than $600 million in assets, comprised of more than $400 million in assets under management and an additional $200 million in assets under administration, and has received numerous state and national industry accolades.*
Our services are offered under three tiers.
Foundation Planning
Suited to young professionals and heirs to high-net worth families, we put best practices in place and build a roadmap to help you reach your goals.
- Budgeting and debt management
- Investment introduction
- Retirement planning
- Tax planning strategies
- Insurance analysis
Prosperity Planning
Well into your career? Growing family? Gain more comprehensive guidance that considers your stage and future plans.
- Advanced investment strategies
- Goal planning for major purchases, such as a home or education
- Estate planning strategies
- Risk management
- Tax optimization strategies
Legacy Planning
Advanced guidance for those with multiple, major assets (stocks, real estate, and more) and complex finances.
- Advanced and alternative investments
- Philanthropic giving
- Family wealth transfer
Don’t just plan. Work towards building your future with our concierge Wealth Management services.
The benefits of Beden Wealth Management
Control amid craziness.
The world and economy are unpredictable. While we can’t eliminate risk, we can help you cut the noise and keep focused on those things you can control.
Depth of knowledge.
Collectively, our team has decades of experience in financial planning and wealth management, with strategies to help you minimize stress and maximize enjoyment.
Big in heart, not in size.
Unlike large wealth managers, Beden Wealth provides personal attention to a select client list. Our unique ability to listen and actually hear and understand clients separates us from our peers.
Exceptional client service.
Creating financial plans and managing wealth takes regular communication and a personal touch. When you reach out, we reply. If we don’t have the answer, we’ll go find it.
* As of 04/03/2024 our firm’s total Assets Under Management (AUM) were $430,065,004 and our total Assets Under Administration (AUA) were $219,170,762. AUM reflects the market value of all investments our investment adviser representatives manage through MML Investors Services, LLC managed account programs. AUA reflects the market value of non-advisory investment programs and accounts offered through our registered representatives of MML Investors Services, LLC, in its capacity as a broker/dealer, as well as the annuity contract values and life insurance cash values of insurance products sold or serviced by insurance agents/brokers associated with our firm. This value will fluctuate based on changes in market conditions, inflows and outflows of client monies, and other factors, and does not reflect the impact of fees, expenses, or taxes that may apply to the purchase, redemption, or transfer of underlying investments, accounts, contracts or policies. MML Investors Services, LLC is a registered investment adviser and broker/dealer, Member SIPC. Annuity and Life Insurance values may be associated with various insurance carriers.
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8444 Westpark Drive, Suite 900, Tysons, VA 22102
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AWARDS & RECOGNITION
Forbes Best in State Wealth Advisors: 2024 Best in State Wealth Advisors ranking was issued by Forbes on 04/07/2024 for the period covering 04/07/2024 – 04/07/2025. The ranking was developed by Shook Research based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please visit www.forbes.com.