You’ve worked hard to be successful, and you want a financial partner who will work equally hard to help you preserve, protect, and grow your wealth.
There are thousands of financial advisors vying for your business. Why would you choose to work with 21:5 Advisors Wealth Management? That’s easy: because here, it’s all about you.
First, it’s about earning your trust because nothing’s more important than that. We earn your trust by listening to you, putting your needs first, and providing truly customized advice and guidance.
We earn your trust by being 100 percent upfront, transparent, and accountable. We believe in full disclosure — no exceptions. We also earn your trust by being good stewards of your money. We’re as careful with your money as we are our own.
And finally, we work with you on your terms. Whether you want to meet in person, on zoom, on the phone… whatever works for you, works for us. And we’re always available to answer questions, discuss your progress, or offer advice. Because here, you, your family, and your future are our top priority. Always.
At 21:5 Advisors, we’ve worked hard for our clients for more than 30 years. We appreciate the value of true relationships, understand the importance of service, and care deeply about our clients and their personal and financial well-being. We’re in this to be a financial partner you trust to help you achieve your financial goals. That said, as our valued client, you can count on us for:
We are a team of credentialed, experienced financial professionals. But even more important, our faith is the foundation of our purpose – doing the right thing and serving others. Our values guide every decision we make and are the foundation of everything we do.
Over the past decade, the financial services industry has become more and more technology-driven. And while technology certainly has its benefits, we have had many clients express their frustration with financial technology platforms. At 21:5 Advisors, we provide our clients with one of the most user-friendly, easy-to-navigate technology platforms in the industry. We will also provide hands-on guidance for using it. But the platform is always optional. If you choose not to use it, we’ll make sure you still have easy access to all your financial information. Because that’s our job. And we don’t rely on technology to do it for us.
Our mission is to help you maximize your resources so you can live the life you want. You can rest assured we will always provide you with honest and thoughtful advice and guidance. We will always do what’s in your best interest.
We believe in deep, full-time client relationships. We have worked with many of our clients for decades because we deliver personalized planning and coordinated advice and guidance. We don’t create a plan for you and then walk away. In fact, when you work with us, you will get focused solutions and a step-by-step plan of action. You will have a personal financial guide who is always available to assist you. We will provide regular updates and financial checkups. As our client, you will never, ever go it alone.
Founder and CEO
Joel Beyer, CKA® is an award-winning author, speaker, and advisor specializing in Values-Based Financial Planning™ and multidisciplinary wealth management solutions. He serves as a financial strategist, confidant, and life coach to a distinct group of clients throughout California, Arizona, and the greater United States.
Joel grew up in a faith-based Minnesota family that emphasized hard work and higher education. His father owned and operated two successful businesses after serving in World War II, and his mother earned a Master’s degree while working as a full-time nurse and raising the family. Joel shared his parents’ work ethic and worked full-time as an overhead line technician while attending college.
After college and business management training, Joel moved to Southern California where he started his financial services career.
After 33 years in Southern California, Joel and his wife, Cecelia relocated to Arizona to be closer to family. Today, they live in north Peoria, Arizona.
Faith, family, and community are very important to Joel. He attends Discovery Pointe Church in Peoria, AZ and continues to serve as board Secretary for Calvary Chapel in Ramona, California. His ministry passions include leading large and small group Bible studies, conducting life optimization workshops, and counseling individuals, families, and groups regarding Biblical financial principles.
When not serving his clients, Joel enjoys spending quality time with his wife, family, and friends, investing in the lives of others, traveling, hunting, snow skiing, and scuba diving.
Bio coming soon...
Through our partnership with RFG Advisory, a professionally managed hybrid Registered Investment Advisory (RIA), we’re able to put truly innovative resources to work for you.
Our relationship with RFG gives us access to a wide range of investment options so we can find the exact products and services for your needs. What’s more, your portfolio is tailor-made in Bluemonte, RFG’s robust, institutional-caliber investment platform. This gives us tremendous flexibility to invest your assets, facilitate transactions, make distributions, provide comprehensive monthly statements, and manage your assets in line with your financial goals.
We’re extremely proud of our relationship with RFG Advisory, which has been widely recognized by the financial services industry for its excellence and forward thinking and the power it gives us to serve you better and help you prepare for a rewarding financial future.