Broker Check

Who We Are

For fifty years, Besselman Wealth Planners has helped individuals, families, and business owners with tools to build their financial futures. Founded in 1973 by James Besselman, Besselman Wealth Planners has been committed to serving clients with an emphasis on durable relationships built on respect, confidence, and communication. Now, under the leadership of Patricia Besselman-Main, CFP®, the relationships we build with our clients continue to be the most important part of what we do. Our advisors work with each client to identify their financial goals and design a personalized plan to work toward building a brighter financial future

Our Approach

Besselman Wealth Planners focuses on total integration. We believe that investors deserve comprehensive strategies that align every area of their financial life. By uniting the goals you hope to achieve with your team of advisors and other professionals, we empower you to focus on accomplishing the things you value most.

Our advisors dedicate their experience across a wide range of disciplines to simplify the complexities of the financial world. From individual investors and families to entrepreneurs and executives, we partner with clients who value a team-driven approach to enhancing your financial wellness.

Our time-honored process is tailored to your situation and designed to grow and preserve your wealth through all stages of life. At our firm, each client knows our advisors, and our advisors know each client. This foundation of personalization provides differentiated perspective, objectivity and collaboration as we collectively pursue your financial success.

Our Advantage

Our Advantage

At Besselman Wealth Planners, our top priority is you, our client. We approach each individual’s financial plan as a unique, living document, and don’t try to fit you into a specific product or service. What matters most to us is recommending strategies that are appropriate for you and your goals. 

We are able to provide a highly specific, holistic plan for your financial future in large part because of our independent business model. Through our independence, we can:

  • Provide in-depth, comprehensive care
  • Fit a portfolio to a client, not the other way around
  • Have access to hundreds of products, not just proprietary ones
  • Have the infrastructure of a large, independent broker-dealer
  • Provide a boutique level of service to each and every client 

We will examine your investment, insurance, retirement, and estate needs. With this thousand-foot view, we can make recommendations that are designed distinctly for you.

Our Partners

Through the companies we work with, we have access to several teams of professionals who analyze markets, manage portfolios, and provide various strategies for investment needs.

We are affiliated with the broker-dealer Osaic Wealth. Osaic provides us with the resources to implement security transactions on our clients’ behalf, as well as a wealth of other tools and information which we are able to put to work for you.