portrait of James R Beard
FINANCIAL ADVISOR

James R Beard

CFP®, CPWA®
445 Cross Pointe Blvd, Suite 220, Evansville, IN 47715opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Employee Stock Options
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Business Retirement Plans

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CPWA®

    Certified Private Wealth Advisor®

Personal Interests

  • Golfing
  • Sports Enthusiast
  • Volunteering
  • Pickleball
  • Hunting

Team Members

  • Bridget Creamer
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(812) 471-9456

Fax

(877) 292-4314

Office Address

445 Cross Pointe Blvd
Suite 220
Evansville, IN 47715opens in a new window

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