Beyond Wealth Advisors

09/02/2026

September is Insurance Awareness Month, a great time to review the protections you have in place for yourself, your family, and your financial future.

Insurance is more than a policy. It's a key part of protecting your family, preserving your lifestyle, and supporting your long-term financial goals. Whether it's life, disability, health, long-term care, or liability coverage, having the right protection in place can provide valuable peace of mind.

Learn more about the different types of insurance at: https://bit.ly/4x1TUS6

Help secure your family’s future while also supporting your financial goals.

08/31/2026

We're Moving! As our team continues to grow, we have decided to move the Miamisburg office into a larger office space to better serve our clients.
Effective August 31, 2026, you'll find us at: 2835 Miami Village Dr, Suite 203 Miamisburg, OH 45342-4916
The best part? We're staying in the same convenient building, just upstairs, with elevator access available.
We're grateful for your continued trust and look forward to welcoming you into our new space as we continue helping you achieve your financial goals.

08/29/2026

Healthcare expenses are often one of the biggest costs retirees face, yet they're frequently overlooked in retirement planning. From understanding Medicare to preparing for potential long-term care needs, having a strategy in place can help protect your financial future and provide greater peace of mind.

Read more about planning for healthcare costs in retirement: https://bit.ly/4d6UerC

Know your options when it comes to managing this major expense in your retirement years.

08/26/2026

Josh Lake and Danny Damore recently attended the Ameriprise National Conference in Denver, and what an incredible experience it was!

Conferences like this are a great reminder that learning never stops. By connecting with fellow professionals, exploring industry trends, and gathering fresh perspectives, our team continues to invest in the knowledge and resources needed to best serve our clients.

08/25/2026

Should you take your Social Security at 62? Wait until you’re 70? Your retirement income deserves a strategy.
Reach out to discuss your options! Beyond Wealth Advisors offer complimentary initial consultations. Request yours on our website at https://bit.ly/4wIRjwl

08/19/2026

We are excited to share that Lauren is featured by Influential Women!
"I had a wonderful interview and got to share the importance of hard work, perseverance, integrity, and authenticity. Thank you to everyone who has supported me along the way!" - Lauren Morgan, Financial Advisor

Read the full interview at https://bit.ly/4g7VvAX

08/18/2026

Happy Birthday Jackie! 🎉 We wish you the best on your special day!

08/17/2026

Social Security is more than just retirement income. Depending on your situation, you may be eligible for retirement, disability, or survivor benefits. Your benefit amount can vary based on your work history, retirement age, and when you choose to start collecting benefits. The timing of your claim can have a significant impact on your long-term retirement income.

Before making important decisions, take a few minutes to learn the fundamentals of Social Security benefits, eligibility requirements, and key considerations for your retirement strategy.

Learn more: https://bit.ly/4qiSW26

08/13/2026

Please join us in wishing Robb and Heidi a very Happy Wedding Anniversary! ❤️🎉

08/12/2026

🎉 2026 Forbes | SHOOK Best-in-State Next-Generation Wealth Advisors List 🎉
We’re proud to celebrate Lauren Morgan for being named to this prestigious list, recognizing some of the top next-generation wealth advisors across the country! This honor reflects Lauren’s dedication to helping clients navigate life’s financial decisions with clarity, confidence, and purpose.
At Beyond Wealth Advisors, achievements like this reinforce why we do what we do: to simplify your financial journey through personalized guidance and inspire confidence as you work toward your long-term goals.
To our incredible clients, thank you for your continued trust and partnership. Your dreams and aspirations inspire us every day, and we are honored to help you build a strong financial future. Here’s to achieving even more together!
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