Beverly A. McBride, CDFA

CONNECT

Address:

400 Main Street, Cottage 6, Suite B
St. Simons Island, GA 31522

Phone:

912.268.2176

Fax/Other:

888.320.0103

How We Work with You

The brick-and-mortar offices of Addington McBride Financial Advisors on St Simons Island are the visible meeting spaces for a network of professional resources brought to bear for our clients.  

We access an extended roster of strategic partners via video and teleconferencing, and sit at the head of the virtual table.  Experts on the team operate from Manhattan to San Diego, Boston to Orlando, to offer a sophisticated spectrum of financial analysis, research and solutions. 

And affiliation with an independent broker-dealer means our recommendations aren't colored by sales quotas, pressure to sell certain products, or the cookie-cutter shape of a standard menu of fund choices. 
 
We think that's a big deal.  Because it not only does it mean the resources supporting your portfolio run wide and deep, but your agenda is the only one driving the process when we're deciding what you need.
 
 
 
THE "IDEA" PROCESS©                                                 
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To develop your customized financial program, we will walk you through a step-by-step information-gathering process to Identify your current financial structure, including insurance, debt, etc.

Once you Define your goals, we Evaluate our findings in order to customize appropriate strategies to suit your vision and objectives, which are then Activated on a timetable most convenient for you.

Your personal financial program may utilize some or all of the following: 

  • Investment management
  • Retirement strategies 
  • College savings planning
  • Estate conservation
  • Insurance and annuity products
  • Tax management
  • Business succession strategies
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck