Who We Are
Hello, my name is Joel Beyer. I am the Chief Executive Officer and Managing Member of 215 Advisors, LLC. We are a full service wealth management firm, with offices in Escondido and Ramona CA (Greater San Diego area).
Since 1989, my team and I have had the honor and privilege of serving some of the most significant and enjoyable people in our lives - our client family.
I'm sure I'm biased, but I believe we are an exceptional wealth management firm. One of a kind. We provide financial planning, business consulting and comprehensive wealth management services, through an independent team of world-class professionals, subject-matter experts and institutional service providers. But what do I believe really sets us apart? There is a higher purpose to the work we do for our clients. We love the people we serve, and we are passionate about maximizing their financial potential and improving their quality of life.
Whether you're pursuing an inspiring life transition or facing a challenging life event, my team and I can empathize. 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 life, 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.