More Than Just Numbers: A Personalized Approach to Your Financial Success.

When it comes to financial planning, choosing the right partner is crucial. At Skye Wealth Management, we believe in building more than just portfolios – we build relationships. We take the time to understand your unique goals, dreams, and challenges, offering a comprehensive approach that sets us apart. Discover what makes us the trusted partner for your financial journey, both personally and professionally.

Connecting Your Personal and Professional Lives

We See the Bigger Picture.
Unlike many financial planners who focus solely on individual finances or just on employer-sponsored plans, we understand that these two aspects are deeply interconnected. Your personal financial goals can be significantly influenced by your workplace benefits, and vice versa. We provide a cohesive strategy that integrates your:

Individual & Family Financial Planning: Retirement planning, investment management, tax planning, estate planning, insurance, education funding, and more – all tailored to your unique circumstances.
Employer-Sponsored Plan Expertise: Guidance for businesses on establishing and managing effective 401(k)s, and support for employees in maximizing their workplace benefits.

This integrated approach ensures that all facets of your financial life are working together towards your overall success.

Your Goals are Our Priority.

We don't believe in one-size-fits-all solutions. We take the time to listen deeply to your aspirations, understand your risk tolerance, and analyze your current financial situation. Our recommendations are always tailored to your specific needs and goals, whether you're a family planning for retirement or a business owner looking to offer competitive benefits to your employees.

Understanding Leads to Confidence.

We believe in empowering our clients with the knowledge they need to make informed financial decisions. We take the time to explain complex concepts clearly and patiently, ensuring you understand the "why" behind our recommendations. We offer one on one meetings, workshops and webinars to help you navigate the financial landscape with confidence.

Your Trust is Our Foundation.

We operate under a fiduciary standard, which means we are legally and ethically bound to act in your best financial interests at all times. You can be confident that our advice is always objective and focused on helping you achieve your goals.

We're With You Every Step of the Way.

Financial planning is not a one-time event; it's an ongoing journey. We are committed to building long-term relationships with our clients, providing continuous support, regular reviews, and proactive adjustments to your plan as your life evolves. We're here to guide you through every stage, from building wealth to enjoying a secure retirement.

Experience the Skye Wealth Management Difference.

Ready for a financial planning partner who truly understands your unique needs? Contact us today for a complimentary consultation and discover how our personalized and comprehensive approach can help you achieve your financial goals, both personally and through your workplace benefits.

cortnie.beaver@prudential.com

223-386-6521

20140 Scholar Drive • Suite 311 • Hagerstown, MD 21742

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LPL Enterprise Form CRS

Cortnie Beaver is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

LPLE and LPL Financial are not affiliated with Skye Wealth Management.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

This information is not intended as authoritative guidance or tax or legal advice. You should consult with your attorney or tax advisor for guidance on your specific situation.

Skye Wealth Management does business in the following states:

Securities: DC, MD, PA, VA, WV Variable Life Insurance: DC, MD, PA, VA, WV
Mutual Funds: DC, MD, PA, VA, WV Fixed Annuities: DC, MD, PA, VA, WV
Life Insurance: DC, MD, PA, VA, WV Variable Annuities: DC, MD, PA, VA, WV

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.