BPS Wealth Management Group Information

Beard Pension Services, Inc., founded in 1981, is a full service retirement plan, investment and consulting firm located in Youngstown, Ohio. We work closely with small business owners to design, maintain, and administer qualified pension plans such as Profit Sharing, 401(k), Defined Benefit, 403(b) and other types of plans. We employ a team of professionals, working to give you superior retirement plan management from a single office. Our professionals combine diverse areas of expertise — employee benefits, investments, legal issues, tax law, financial and estate planning, and technology — to provide the best service possible. Through Beard Financial Services, Inc., we manage over 400 plans and over $500 million for small to medium-sized employers in Eastern Ohio and Western Pennsylvania.