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Our Firm

Our Firm

Our firm is committed to the education and success of our clients through objectivity and service.

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Our Elephant

Our Elephant

Symbolic of wisdom, family and longevity, the elephant’s many attributes mutually align with Presley Beane’s core values.

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Our Mission

Our Mission

Our mission is to utilize our expertise and values to empower our clients and our community to achieve financial success. 

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Our Professionals 

Our Professionals 

Our team approach combines the expertise of multiple advisors, providing a better range of services and benefits to our clients.

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Our Resources

Our Resources

Our comprehensive resource center exists to inform, educate, and assist our clients in all financial matters.

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"Financial success, as well as most success in life, is not about perfection, it’s about direction.

Donald Lynn Forst

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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.