Schedule Your Discovery Meeting
We are happy to have you move onto the next step in our process. During the Discovery Meeting, we will dive deeper into your priorities, goals, and financial fears. Please find a day and time that works best for you.
Jeremy Stover (Wandering Tutor)
13:47 13 Oct 22
My wife and I have been working with Adam for about a year and a half now. He has been available every time we had a question, and he is always on top of the things that we miss. It's like having a second more responsible brain. Why anyone would try to file their own taxes instead of this is beyond me.
02:10 15 Aug 22
Adam is very knowledgeable and will go out of his way to meet your financial needs. He is very responsive and does a great job explaining the best way to manage your finances.
22:51 07 Aug 22
We have worked with Adam for about a year, and my husband and I could not be happier. To have someone personally available (he is always easy to get ahold of) to advise us on everything from life insurance to tax filing to assessing our employer health benefits is enormous peace of mind. He’ll even hop on the call to be with us as we call to move money from one company or account to another. He genuinely cares about our financial well being, and I am grateful we found him.
18:13 14 Jan 21
My wife and I decided to start being grown ups and we found Adam and could not be more pleased. We like to consider ourselves fiscally responsible, but working with Bullogic just makes it easier, and it feels like we have a leg up in our financial health. Aside from helping us develop a more detailed financial plan, there's a really personal touch that Bullogic offers that you really only get from a small business. Adam knows you, your family, conversations from six months ago. He's really on the ball. They do goodwill for the sake of goodwill, and that's exactly the thing that separates Bullogic from an HR Block of the world. That's old school business development, and it's the kind of people I want to work with.Couldn't recommend enough.
Dennis J. Edwards
18:11 11 Sep 20
Because of some health issues I needed to decide if I should go ahead and take early retirement at 64 and if I did, what would our retirement look like. After doing some searching for a financial consultant in our area, we found Adam.Adam Beaty was EXACTLY what we needed. Because I have had a pretty fortunate career, budgeting has never been a strong point but having gone more than 2 years without any income on my part.. we knew we needed some help.Adam gathered our financial information and took the time to carefully examine and understand our financial position. He was able to provide advice that initially has saved us a great deal from our monthly budget.. enough to make it feasible for us to manage on what is now pretty much a fixed income... and still be able to set some aside each month.If ever I need to recommend to anyone looking for financial management advice.. I WILL NOT hesitate to highly recommend Adam Beaty and Bullogic Wealth Management.
01:15 10 May 20
We recently started working with Adam to set up a financial plan. He is very knowledgeable and helpful and has answered all our questions very promptly. We appreciate his attention to detail and the customized, personalized service he provides. We look forward to working with Adam for years to come!
00:14 06 Mar 20
Was looking for an independent certified financial advisor to review all the various life/disability insurance policies always thrown at me. Also, wanted to someone to review my family finances to help determine best possible longterm and investment moves. Adam has been able to do that and more. He is EXTREMELY attention detailed which is a good attribute for someone who so much is riding on. Cant go wrong with Bullogic (p.s. I didn't know him personally, Googled him and was lucky to find )
01:25 28 Jan 20
My wife and I started using Bullogic Wealth Management last year and it has been the best thing we ever did. Adam is helping us with a wide range of financial situations. He helps us in planning for short term and long term goals, setting up for retirement, and planning for our children's college. We appreciate being able to call and ask for guidance about unexpected expenses or any other financial questions that may arise. We are very satisfied to have piece of mind knowing that our financial future has a solid game plan designed and guided by Bullogic.
22:23 06 Jan 20
A widower who asked to do a survivor benefit analysis to collect my spouses social security at at 60 (reduced benefit) or age 62 (full benefit).He did an efficient analysis and helped me wade through the thousands of social security rules for an inexpensive price!Thanks so much Adam!
06:18 31 Dec 19
My wife and I have been working with Adam for the past year. He has been very reliable, helpful, professional, and responsive. He had directed us on how to achieve our financial goals. It is a pleasure working with Adam!
23:25 30 Dec 19
We are so incredibly grateful that we found and are working with Adam. He is professional, knowledgeable, and extremely thorough. Adam takes time to get to know you to ensure your financial needs are met in every way. My husband and I have complete peace of mind about our financial portfolio with Adam as our financial advisor. It's rare to find someone as dedicated as he is who genuinely cares about your financial goals. We appreciate his attention to detail and the fact that he's always available to answer any questions we may have. If we could give him more than 5 stars, we would because he's that good.
16:57 19 Dec 19
Adam is top-notch in his field. With Adam's support, I have been able to completely turn around my finances as I shifted from married to divorced, working in a corporate environment (with a 401k) to be self-employed. I finally feel confident about my future and continuing to build my wealth.
17:46 17 Dec 19
Bullogic Wealth Management is different than the firms we've used in the past. Most firms are only interested in investments along with the risks and fees related to those stocks or funds. Bullogic has evaluated our budget, spending habits and taken the value of our assets into account along with the goals we are setting for the future to come up with a more realistic plan to determine our financial planning needs. I am more confident in our financial status and the goals Bullogic has helped us set to achieve our long term goals. Our portfolio has increased significantly due to their advice. Highly recommend this firm!
14:31 17 Dec 19
Review:When my husband recently passed away, I was truly lost about what to do next. I reached out to Bullogic Wealth Management and Adam to help me understand my finances. He helped me understand where my financial situation stood and how to get my finances in order for retirement. He literally turned my future from being a winding road of stress and confusion to a clear path filled with hope and prosperity.
02:28 04 Dec 19
My husband and I started using Bullogic Wealth Management early in the spring, and I am so glad we did. I am a retired teacher and my husband will be retiring at the end of this year. I have a decent pension with teacher retirement, but my husband will have nothing but Social Security. I was feeling a great deal of anxiety as we have debt that needs to be paid before the end of the year. My husband is not an easy man to convince, but he is completely on board with this plan, and that is due to Adam's handling of our finances and the programs he uses to help us stay on our budget and payoff schedule. Adam is knowledgeable and works hard on our account so we both know daily what is going on and where we stand.