Who We Are
Hello, my name is Joel Beyer. I am the Chief Executive Officer and Managing Member of 215 Advisors, LLC. We are an independent wealth management firm with offices in the greater San Diego CA and Phoenix AZ metro areas. Since 1989, my team and I have had the honor and privilege of serving some of the most significant and unique people in our lives - our client family.
Whether you're pursuing an inspiring life transition or facing a challenging life event, my team and I can empathize, and we can help. We’ve experienced the emotional and financial challenges surrounding the death of a loved one, and we have helped many clients successfully navigate the conflicting family and financial choices surrounding retirement, changing careers or transitioning a successful business. Regardless of the barriers you feel stand between where you are today and where you want to be - we can help.
If you are willing to invest an hour of your time, we would be willing to sit down with you at absolutely no cost – to answer your questions, to listen to your story and to understand your unique situation. No sales pitch, product hype or gotcha questions. Just a friendly, meaningful conversation focused on who you are, what’s important to you and what you would like to accomplish.
The next step is up to you. You never know what might be possible. And we always have room for one more special person to serve.
How Can We Help You?
We appreciate your interest in us. Due to the very special way we work with people, we are only able to work with a select number of clients who match a unique character and financial profile. To help you determine if we might be the right firm for you, we’ve posted our Ideal Client Profile on this website.
If you match our profile, we invite you to inquire about a no-cost, no-obligation initial interview to explore the potential opportunities in working together. We can be reached at (800) 215-LIFE (5433). We look forward to speaking with you.