Founder and Financial Planner at
Behl Wealth Management
Years of Experience
19 years
Number of Clients
55
Average Client Size
$750,000
Member Since
2025
I love my job and serving our client families. We take being a fiduciary and fee-only very seriously and cannot see operating any other way. We provide tax-efficient retirement planning and investment management.
Our typical client is either retired or nearing retirement and "getting serious" about their financial planning. They have often saved well ($750k+ in investment assets) and are looking for help to minimize taxes, create income in retirement, and optimize their financial planning. Clients often engage with us a few years before retirement to confirm they are on track and able to retire as desired
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