About Beese Fulmer Private Wealth Management
<p>Quality equity investing has been central to Beese Fulmer Private Wealth Management since its start in 1980. The firm is employee-owned and privately held, and it manages $1.6B in assets (2026) for business owners, high-net-worth individuals and families, and institutional clients.</p> <p>Headquartered in Canton in Northeast Ohio, Beese Fulmer works with clients across the greater Cleveland–Akron area and beyond. The team has 14 employees and is registered with the SEC. As a fiduciary, the firm keeps client interests in view when building and overseeing portfolios.</p> <p>Beese Fulmer’s approach is built around long-term ownership of high-quality companies, with an emphasis on sustainable earnings and disciplined capital allocation. Alongside investment management, the firm provides wealth management and planning support for clients with complex needs.</p> <p>One point that sets the firm apart is its single-minded focus on equity investing as the foundation for long-term portfolios.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services, including 3(38) investment management</li> <li>Portfolio management with a long-term equity focus</li> <li>Private wealth management for business owners and families</li> <li>Institutional asset management for direct clients, consultants, and financial advisors</li> </ul>
Website: https://beesefulmer.com/adv-part-3/
Founded: 1980
Employees: 14
Office Locations
- Canton, OH (Headquarters)
Services Offered
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.6B