754 Papworth Ave,
We create strategies that are tailored to your needs and goals.
For fifty years, Besselman Wealth Planners has been focused on serving our clients’ needs and helping them work toward their goals.
When James Besselman, Sr. began the business in 1973, he laid the foundation for a culture that values relationships over numbers. Since that time, Besselman Wealth Planners has continued to place an emphasis on durable relationships built on respect, confidence, and communication.
“Our clients are the most important part of our business,” says Patricia Besselman-Main, CFP®, current president of Besselman Wealth Planners. “We remain focused on them, and we celebrate with them as they succeed. Sticking to that philosophy is a major reason why we have continued to grow for the last 50 years, and why we will be here for our clients for the decades to come.”
An advisor will meet with you to discuss your needs and goals
We'll evaluate your current finances, recommend strategies, and design a plan that is unique to your situation and goals
Our advisors will help you apply your customized plan and make adjustments as new goals or opportunities
CFP® - President
Client Services and Operations Specialist
Director of Marketing and Client Services