Upcoming events

Fall Family Festival

  • Beyond Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.

We invite you and your family to join us for Family Fall Festival for hayrides, corn mazes, and pumpkins!

To reserve a spot: call us at 937.312.8172 or email us at BeyondWealthAdvisors@ampf.com

Past events

Getting to know the basics: The essentials to better understanding your financials

  • Jake Courtney, Associate Financial, Advisor Financial Planning Specialist - Beyond Wealth Advisors, An Ameriprise Private Wealth Advisory Practice
  • Beyond Wealth Advisors, An Ameriprise Private Wealth Advisory Practice

Looking to get on track with your finances? Need some ideas on where to start? During this complimentary session we'll discuss:

  • the essentials of budgeting, managing debt and credit, investing and saving
  • actionable tips that can help you develop good financial habits for the future
Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Wellness Wednesday

  • Joshua J. Lake, CFP®, CRPC®, APMA®, Private Wealth Advisor, CEO - Beyond Wealth Advisors, An Ameriprise Private Wealth Advisory Practice
  • Beyond Wealth Advisors, An Ameriprise Private Wealth Advisory Practice

Join Josh Lake as he sits down with Lance Bradstreet (CPA) to learn financial wellness tips.

There is no cost or obligation. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S. Ameriprise Financial Services, LLC. Member FINRA and SIPC. Not Federally Insured | No Financial Institution Guarantee | May Lose Value © 2021 Ameriprise Financial Inc. All rights reserved. 3661150ACMR0721

Wellness Wednesday

  • Joshua J. Lake, CFP®, CRPC®, APMA®, Private Wealth Advisor, CEO - Beyond Wealth Advisors, An Ameriprise Private Wealth Advisory Practice
  • Beyond Wealth Advisors, An Ameriprise Private Wealth Advisory Practice

Join Josh Lake as he sits down with Dr. David M. Herman to learn health and wellness tips.

There is no cost or obligation. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S. Ameriprise Financial Services, LLC. Member FINRA and SIPC. Not Federally Insured | No Financial Institution Guarantee | May Lose Value © 2021 Ameriprise Financial Inc. All rights reserved. 3661150ACMR0721

Getting to know the basics: The essentials to better understanding your financials

  • Jake Courtney, Associate Financial, Advisor Financial Planning Specialist - Beyond Wealth Advisors, An Ameriprise Private Wealth Advisory Practice
  • Beyond Wealth Advisors, An Ameriprise Private Wealth Advisory Practice

Looking to get on track with your finances? Need some ideas on where to start? During this complimentary session we'll discuss:

  • the essentials of budgeting, managing debt and credit, investing and saving
  • actionable tips that can help you develop good financial habits for the future
Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.