Maggie Beach, CFP®, CPA, PFS New Vision Wealth Management

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About Maggie Beach, CFP®, CPA, PFS, MBA

Maggie earned a B.S. at the University of Richmond, and an MBA from George Mason University before returning to the Midwest. She began her career in accounting in 2009 when her youngest son started kindergarten, and prepared tax returns remotely. She got her CPA in 2013, and later got her CFP while working as a tax consultant with an emphasis on Real Estate. Maggie is also a partner in a family owned property management company.

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Ideal Clients

  • Caretakers
  • Elder Care Planning
  • Family Financial Planning
  • Intergenerational Families

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $1000+/qtr
  • Assets Under Management: 0.65%

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