Upcoming events

Open House

  • Beyond Wealth Advisors, An Ameriprise Private Wealth Advisory Practice

You're invited to come view our new space. We are excited about our recent changes and we are looking forward to your visit!

For more information: call us at 937.312.8172 or email us at beyondwealthadvisors@ampf.com

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? This complimentary session will:

  • Cover the essentials of budgeting, managing debt and credit, investing and saving
  • Provide actionable tips that can help you develop good financial habits for the future
To reserve a spot: call us at 937.312.8172 or email us at beyondwealthadvisors@ampf.com
Investment advisory products and services are made available through Ameriprise Financial Services LLC, a registered investment adviser.

Women's Happy Hour

  • Beyond Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

Please join us for Women's Happy Hour in a private setting. Cheers!

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

Past events

Wellness Wednesday

  • EDT
  • 5uhJNQPj9?5
  • Join this event online
  • 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. Nick Davis 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

National Day of Service

  • Beyond Wealth Advisors, An Ameriprise Private Wealth Advisory Practice

Come spend the day making a difference in our community. Please join us for the National Day of Service.

National Day of Service

  • Community Blood Center
  • Beyond Wealth Advisors, An Ameriprise Private Wealth Advisory Practice

Come spend the day making a difference in our community. Please join us for the National Day of Service.