Claire Beams, CFP®, CPA Rhinevest

Contact this advisor

About Claire Beams, CFP®, CPA

Most firms exclude people who need financial help the most.

It’s common for firms like us to require a minimum portfolio size of $1,000,000. The remaining options available to this group may be expensive, difficult to understand, or delivered by someone who isn’t acting in the client’s best interest.

You deserve better.

At RhineVest, we believe that everyone deserves honest advice and transparent fees. We have no account minimums, so you can get started with any amount. Our meetings are casual. We have a ‘no suit’ policy.

We’re here to help! Let us guide you on your financial journey.

Contact this advisor

Ideal Clients

  • Gen Y/Millennials
  • Single Women
  • Women Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly fee: $65/mo
  • AUM: 0.8%

SEC Records

States Registered

  • Ohio

Loading...