BeingFIT Financial

Financial Services • Walpole, Massachusetts, United States • 1-10 Employees

Company overview

Headquarters	Walpole, Massachusetts, United States
Website	beingfitfinancial.com
NAICS	52
Keywords	Registered Investment Advisor, Education Planning, Financial Planning, Tax Preparation, Investment Management, Fee-Only, Monthly, Financial Fitness, Personal Advisory Services, Flat Fee Services, Corporate Financial Wellness Programs
Founded	2020
Employees	1-10
Socials

Key Contact at BeingFIT Financial

Kerry Cfp

Founder, Financial & Tax Advisor

BeingFIT Financial Email Formats

BeingFIT Financial uses 1 email format. The most common is {first initial} (e.g., j@beingfitfinancial.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@beingfitfinancial.com	100%

About BeingFIT Financial

BeingFIT Financial is a Registered Investment Advisor (RIA) firm dedicated to providing comprehensive financial planning, investment management, and tax strategy & preparation services. With a client-centered approach, BeingFIT Financial helps individuals, families, and business owners optimize their financial well-being through strategic wealth-building, tax-efficient investing, and proactive planning. Services Offered: Financial Planning: Holistic wealth management tailored to your goals. Investment Management: Customized portfolios with a focus on growth, risk management, and long-term success. Tax Strategy & Preparation: Smart tax planning to minimize liabilities and maximize after-tax wealth. BeingFIT Financial emphasizes clarity, education, and personalized strategies, ensuring clients feel confident in their financial future. Whether preparing for retirement, optimizing investments, or minimizing taxes, the firm integrates health, wealth, and longevity into a financially FIT lifestyle. BeingFIT Financial (“BFF”) is a registered investment advisor offering advisory services in the State of Massachusetts and in other jurisdictions where exempted.

BeingFIT Financial revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

BeingFIT Financial has never raised funding before.

BeingFIT Financial Tech Stack

Discover the technologies and tools that power BeingFIT Financial's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Adobe Fonts

Font scripts

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

Stimulus

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

Calendly

Appointment scheduling

core-js

JavaScript libraries

Cart Functionality

Ecommerce

Frequently asked questions

BeingFIT Financial is located in Walpole, Massachusetts, US.

BeingFIT Financial was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

BeingFIT Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at BeingFIT Financial

Kerry Cfp

Founder, Financial & Tax Advisor

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