Beal Consulting, Inc.

Overview

Beal Consulting, Inc. is an independently owned investment adviser organized as a corporation and registered in Massachusetts. The firm focuses on individual and family clients, offering portfolio management for individuals and small businesses plus the selection of other advisers. It operates as a capital allocator, arranging client exposure to third‑party managers and alternative funds. Compensation is charged both as a percentage of assets under management and on an hourly basis. The firm does not identify as an active ESG investor, is not set up as a multi‑state adviser, and does not list pension consulting among its services.

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Location & Offices