In 1984 Bruce Beard created Beard Pension Services, Incorporated in Youngstown, Ohio. Today, Beard Pension Services employs six full-time client advisors and nine full-time administrative employees. Our mission is to empower our clients to make prudent and educated financial choices through which they can lead more fulfilled lives.
We accomplish this mission by offering the following services:
- Employer retirement plan design and administration
- Investment management services
- Comprehensive financial planning services to help clients prioritize and attain their life goals
Our client-centric philosophy demands that we maintain the highest ethical and educational standards, while fostering an attentive, responsive, trusting relationship with each client.