THE FOUNDER

Allison Luttermoser Beckham is the founder of Beckham Financial. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Investment Management Analyst®, and has been financial planning exclusively for almost two decades. 

Prior to starting Beckham Financial, she was the Director of Wealth Management at AdviceOne, LLC, a Connecticut-based financial planning firm serving corporate aerospace and defense professionals. After relocating to Miami in 2013, she was on a team of advisors at both Firestone Capital and Provenance Wealth Advisors, two of the top financial planning firms in South Florida.

As the daughter of a special education teacher and a doctor, growing up in a small town outside of Harrisburg, Pennsylvania, Allison learned the value of helping others. Combining her people-oriented nature and love of numbers and data, becoming a financial planner was an easy choice. Her commitment to clients is listening to their needs and delivering excellence in her work. The result: clarity and confidence in their financial plans.

Allison graduated with a degree in Finance from Virginia Tech, where she was an NCAA Academic All-American swimmer for four years.  Although she’s no longer active at that level, she still enjoys competing and has fallen in love with the Miami running community.  She is on the Board of The Way Forward Foundation and a mentor for the CFP Board’s WIN-to-WIN Women's Initiative program. Outside of work, her greatest joys come from spending time with her husband (Will), their two daughters (Mila and Grace), and their large extended family. They can usually be found boating, sharing a long meal together, or enjoying the incredible city of Miami. As a true ambivert, she also cherishes alone time, immersed in reading, planning, and researching in the quiet hours before the sun rises.