Get to Know Beckett Financial Group
About Us
our company values
we put you and your needs first
JB Beckett founded Beckett Financial Group in 1999 with the goal of assisting individuals and families in securing their financial futures for retirement. With over 25 years of experience as a fiduciary advisor, he is dedicated to guiding clients along their financial journeys.
His drive to help others stems from a personal loss; his father passed away when JB was only eight years old. This pivotal experience inspired him to pursue a career as a financial advisor, aiming to support families and businesses as they navigate both emotional and financial challenges. He remembers how a knowledgeable financial advisor made a profound impact on his family during a tough period, which ignited his passion for helping others. JB envisioned creating a firm that would empower individuals and families to avoid similar difficulties and attain a fulfilling retirement.
His firm has successfully assisted hundreds of families in planning for and enjoying a secure financial future in retirement. The team at Beckett Financial Group is dedicated to offering solutions that help clients achieve the financial stability they seek and the peace of mind necessary to fully enjoy life.
security & growth
Although financial planning can involve many processes and solutions, the ultimate goals are security and growth. Beckett Financial Group helps our clients develop a financial plan that protects assets and seeks safe growth opportunities.
Customer & Community Care
Our clients are not just names in our book of business; they are our neighbors and fellow businesspeople, deserving solutions and strategies that work toward financial independence. This is why we also help consumers with their Medicare and Affordable Care Act needs, through regular enrollment events.
Contact us today for your complimentary review success without obligation or commitment of any kind.
Schedule Your Complimentary Review
meet our team
At Beckett Financial Group we offer the guidance of not only trusted advisors but experienced advisors. Our team has become a staple of the Carolinas through years of hard work and community engagement.

Beckett Financial Group
Best Financial Planner 2024

JB Beckett
Best Consultant
