# Beese Fulmer Private Wealth Management
Source: https://planprovider.pro/provider/beese-fulmer-private-wealth-management

> 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, a…

Retirement Plan Advisor

Canton, OH

## 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/](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

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