Adam Beaty - Intuit TurboTax Verified Pro

Thank you for a wonderful service with my business accounting and tax preparation support. I am at ease knowing that I am supported the experts of their craft. Thank you Adam!
Mar 31st, 2024

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 Ive 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, Ive always felt Adam was easily available as needed. I would not think twice about recommending him to my family and friends.
Feb 9th, 2024

I recently had the opportunity to engage the services of Bullogic Wealth Management for the first time, and I must say, it was a truly enlightening experience. Their expertise and guidance have opened my eyes to the many ways in which professional financial planning can enhance one's life. The team here is knowledgeable, attentive, and genuinely interested in my financial well-being, which is something I deeply appreciate. Sincerely thankful for their service, and I highly recommend them to anyone seeking professional financial advice.
Jan 30th, 2024

When I was looking for an advisor, I wanted someone who could manage all aspects of our financial plan. As a CFP, Adam and team handle everything we need including tax advice, investments, budgeting, and more. They are very responsive to our requests and questions and have been able to help us with everything we've needed so far. I highly recommend Bullogic!
Nov 6th, 2023

It is always a pleasure, and brings much peace of mind, to be doing business with Bullogic Wealth Management. Managing ones finances is no easy feat, and we feel having BWM in our corner has been the correct decision.
Oct 22nd, 2023