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OUR PHILOSOPHY

At BCP, the guiding philosophy is to know and understand our clients and their objectives to the highest degree possible. And then, to invest client assets in fundamentally sound, long-term financial investments that can preserve purchasing power, increase income and provide attractive real returns.  We invest our own assets, the way we invest for our clients – as a result, we have a vested interest in your success and satisfaction.

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Quantifiable results in seeking to pursue your objectives is measured in both absolute and relative terms and is provided to you quarterly. The most important measure though is meeting your goals and objectives as they relate to income requirements, investment time horizon and tolerance for risk (volatility).

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Our personal, tax-efficient and customized approach and philosophy has resulted in a tradition of working toward our clients' objectives and engaging in long standing relationships. That is “our history” as well as our intention.

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PRINCIPLED

CONFIDENT

DETERMINED

OPTIMISTIC

Beam Capital Partners | Wealth Financial Advisors

Act
With
Integrity

Beam Capital Partners | Wealth Financial Advisors

In Our
Knowledge & Expertise

Beam Capital Partners | Wealth Financial Advisors

To remain 
disciplined 
to our
philosophy

Beam Capital Partners | Wealth Financial Advisors

In the
future & the
capital
markets

Beam Capital Partners Logo 2

BEAM CAPITAL PARTNERS

291 East Livingston Ave.
Columbus, OH 43215


Phone: (614) 300-3524

Fax: (614) 300-3524

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FORM CRS

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Check the background of your financial professional on FINRA's BrokerCheck.

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Securities offered through LPL Financial, member FINRA/SIPC

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor.

Stratos Wealth Partners, Ltd., and Beam Capital Partners are separate entities from LPL Financial.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

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Privacy Policy

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Accessibility Statement

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