Go beyond traditional wealth management
We combine tax-conscious portfolio management, disciplined investing, and personal partnership to help you move forward with confidence.
BeyonD WEalth Partners
Select the strategy built for your career stage
Choose Your Path
Strategic P&G Benefit & Retirement Coordination
Comprehensive strategy for navigating PST, STAR, and LTIP awards with an emphasis on tax-aware exit planning.
Private Wealth & Family Office Services
Integrated investment management and tax-centric planning for families with complex financial landscapes.
Wealth-building strategies for high-earners
Disciplined accumulation and risk strategies for professionals building a foundation for long-term independence.
Advisors to Watch
Brad Morgan, CFP®, named #7 on AdvisorHub’s Top 400 Advisors to Watch
CINCINNATI, OHIO — Brad Morgan, CFP®, founder and managing director of Beyond Wealth Partners, has been recognized as No. 7 in AdvisorHub’s 2026 ranking of the 400 Advisors to Watch*. This national honor highlights independent financial advisors who demonstrate significant organizational growth, a high level of professionalism, and an ongoing commitment to standard-setting client service.
total wealth sync
CFP®-led strategy with integrated tax insights
We don't just manage investment accounts. We integrate your tax, estate, and compensation strategies into a single, unified architecture.
Tax-Located investing
Coordinating after-tax returns by placing the right assets in the right accounts
income stream coordination
Orchestrating Social Security, Pension, and Portfolio withdrawals to minimize your lifetime tax bill.
multi-generational legacy
Structuring your wealth to protect your heirs and ensure your values survive alongside your assets.
Client-Aligned Advocacy
100% Fee-Only. No commissions, no hidden products, and a legal oath to act in your best interest.
BeyonD WEalth Partners
Select the strategy built for your career stage
You're subscribed! Keep an eye on your inbox for great content from our team!
beyond the bounty Newsletter
Our work continues after the plan is created
Come along as we provide the ongoing financial education and professional coordination needed to navigate complex financial situations.
Subscribe now to receive actionable insights delivered to your inbox.
About Beyond WEalth Partners
A multi-disciplinary approach to your financial life
We're a team of financial professionals specializing in high-net-worth financial strategies with deep roots within Procter & Gamble's retirement benefits ecosystem.
4
Dedicated CFP® professionals & a CPA on staff
50+
Years of combined industry experience
$5B+
Backed by the Savvy Advisors network
#7
AdvisorHub's Top 400 Advisors to Watch
Planning built on experience
Founded by third-generation P&G engineer Brad Morgan, Beyond Wealth Partners is built on over a century of family history at P&G. This heritage, combined with our CFP® team’s decades of specialized technical knowledge, provides unmatched depth in managing P&G compensation and the complex needs of high-net-worth families.
Understanding fee-only advice
We provide information about different compensation models in financial planning, including the differences between fee-only, fee-based, and commission-based advice. Our fee-only model means we're compensated only by clients.
embracing our communities
Beyond financial planning, we're committed to supporting our local Cincinnati community through volunteer work, charitable partnerships, and client engagement events.
Frequently asked questions
Find answers to common questions about our services, approach, and how we work with clients.
What does "Fee-Only" Mean?
Fee-only means we're compensated only by our clients—never by commissions, product sales, or referral fees. This differs from fee-based advisors who may earn commissions in addition to fees.
Do you only work with P&G employees?
While Procter & Gamble professionals represent a significant portion of our client base, we also provide comprehensive wealth management to business owners, retirees, and corporate executives from companies such as GE, Vistra, Kroger, Johnson & Johnson, and others.
How do you work with my other professional advisors, such as my CPA or estate attorney?
We believe a well-constructed financial strategy functions best when all disciplines are synchronized. Our team facilitates a collaborative environment by coordinating with your existing tax and legal professionals to help to technically align your investment, tax-efficiency, and estate goals. This structured communication is designed to reduce the administrative burden on you, allowing for a more cohesive oversight of your total financial picture.
How do I get started?
Request a complimentary consultation to discuss your situation. We'll review your current financial picture, understand your goals, and explain how we may be able to assist. There's no obligation to become a client.
What is NUA and how does it apply to P&G employees?
Net Unrealized Appreciation (NUA) is a tax strategy available to P&G employees with company stock in their Profit Sharing Trust (PST) plan. When executed properly at retirement, it may allow for favorable tax treatment of highly appreciated company stock.
Do you work with clients outside of Ohio?
Yes. While we're based in Cincinnati, we work with clients across the United States, particularly P&G employees who have relocated or retired to other states.
Plan your next chapter with confidence
Request a strategic consultation to see how our P&G specialization and fee-only model can transform your financial trajectory.
