Beymer | Smith Wealth Management Group
8890 Lyra Dr
Columbus OH 43240
(614) 880.4823
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We help our clients get the best life possible with the money they have. We do this by helping them make wise financial decisions.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Beymer | Smith Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2022-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Meet Our Team
Valerie Smith,

ChFC®, CIMA®, CPFA®

Senior Vice President, Wealth Management Advisor
614.880.4836
Alan Beymer,

CKP®, CPFA®, CRPC™

Senior Vice President, Senior Financial Advisor
614.880.4824
Brenda L Bertsch
Brenda L Bertsch
Wealth Management Client Associate
614.880.4823
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.