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ABOUT

John Halterman

John is the founder and owner of Beacon Wealth Management, specializing in helping entrepreneurs, professional practitioners and retirees overcome the5 major challenges facing success families. He is a warm communicator with a passion for helping people transform their financial futures. John understands the multifaceted set of financial worries people face as they become more successful and enter the retirement red zone. He empathizes personally with each client and delivers a collaborative client experience that empowers people to reach their life goals.

With more than two decades of experience, John’s professional credentials include:

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Certified Wealth Strategist
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Accredited Investment Fiduciary
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Certified Estate Planner
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Chartered Federal Employee Benefits Consultant
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Professional Plan Consultant and Registered Financial Consultant

A native of Weston, West Virginia, John served in the United States AirForce prior to becoming a Wealth Advisor.

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Just like you don’t trust just anyone with your savings, we can’t help everyone that wants to work with us. In this call, we’ll make sure we are a good fit for one another.

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address
4565 Benedum Drive
Bridgeport, WV 26330
Phone Number
(304) 626-3900