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A Foundation Fifty Years Strong

Celebrating 50 Years of Service

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.”

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