Hello.
I'm Michael Beard
The belief you can only receive quality financial advice in the big cities or from huge financial firms, is simply a myth! Close and personal relationships are the cornerstone for a small community, and I believe that the best experience is delivered through tailored, personal interactions.
Our Tools & Process
My team and I believe in working closely with our clients to make sure they fully understand the investment decisions we make together.
Below you will find a curated library of educational articles to help you become a more informed investor.
Riskalyze and AssetMap are independent third party service providers and are not affiliated with Raymond James
Meet Our Team
What is most important to you?
It is important to us that we understand what is most important to you, which is why we take the time to actively listen to what you want to accomplish...your hopes and fears. You are in the driver seat and we tailor our solutions to you!
Michael Beard
Founder, Paraclete Wealth Consultants // Wealth Advisor, RJFS
Brittany Beard
Bookkeeper, Paraclete Wealth Consultants //Branch Associate, RJFS
Gabe Beard-MBA
Vice President of Operations, Paraclete Wealth Consultants // Office Manager, RJFS