Bullogic Wealth Management

★★★★★

I have had the pleasure of working with Adam Beaty for a couple of years now as I worked through some major financial decisions during retirement. With his expert guidance expertise and in depth knowledge my financial plan became clear and was implemented flawlessly. Along the way, Adam has had ample patience with my need for explanations and reassurance, and I’ve been able to trust that his recommendations are sound and based upon experience. I also appreciate his tax knowledge and that he is able to do my taxes and that he has a partner who is also involved in my financial plan. Although we communicate virtually due to residing in different states, I’ve always felt Adam was easily available as needed. I would not think twice about recommending him to my family and friends.

★★★★★

Adam has been helping my family for over two years. I'm very particular about who I have managing our finances, and finding Adam was a blessing. His fee-only approach and wealth of knowledge about retirement accounts and taxes have been instrumental to our financial goals. Although we are several years from retirement, I'll always be at ease knowing he's a phone call or email away.

★★★★★

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.