Edward J. Beemiller

Edward J. Beemiller

Certified Financial Fiduciary ® (CFF), Partner at Keystone Financial Group, Business & Legacy Planning Specialist

Ed Beemiller, Certified Financial Fiduciary ® (CFF), has been in the financial services industry in Central Ohio for over 21 years. He holds a BA from Kenyon College and an MBA from The Ohio State University School of Business, and he is also a Certified Bank On Yourself Advisor. Ed was formerly the CFO of a $45MM privately held corporation and had spent 17+ years working in the Commercial Banking Industry as a SVP of a Regional Bank in Central Ohio.  Ed has extensive experience in advising/consulting with  business owners and executives in planning and developing financial strategies, general business consulting, appropriate capital structuring, and securing financing alternatives to ensure the continued successful operations of their companies. 

Besides consulting with business owners to help them leverage assets and build wealth, Ed also works with individuals and families who are looking to build a road map to a more secure financial future and balance risk in their investments. Ed designs customized asset accumulation and income distribution plans that help his clients to reduce market risk within their retirement plans, and create tax-advantaged and/or guaranteed streams of income for retirement.

Ed is passionate about helping his clients achieve their long-term financial goals by offering multiple risk diversification strategies, building multiple asset buckets to produce consistent income streams that will last throughout their lifetime, and helping them build inter-generational wealth.

He is active in his community and enjoys basketball, bicycling, and working.  Ed lives in Pickerington with his wife and their three dogs. He also has a son in college, and a daughter in medical school.

 

The CFF® certification is a professional designation provided by the National Association of Certified Financial Fiduciaries (NACFF), Charlotte, NC. To receive this designation, the individual must complete a certification and training process created by NACFF and The American Financial Education Alliance. The individual must complete a 1-day training course and pass the Program Assessment. The program educates professional advisors about the laws, rules and regulations that determine when the individual is acting as a fiduciary. 10 Annual Continuing Education Hours must be completed to renew the certification. The continuing education keeps the individual up to date on the fiduciary rules.

Phone 614-300-9505