Beth Bosworth

Beth Bosworth, CFP

Partner | Head of Financial Planning | Wealth Advisor
beth@perigonwealth.com
Mobile: (404) 291-7888

Beth's Bio

Beth is a Partner and Wealth Advisor with Perigon and also oversees the firm’s financial planning operations. Her passion is to help clients manage the risks associated with accumulating and preserving wealth. Her favorite part about her career is that she has the privilege of living life alongside her clients. She is an avid advocate of the independent wealth management space, and values protecting her fee-only practice.

Beth is a CFPĀ® professional and holds a BA from the University of Georgia. She leads the Atlanta office while residing in Asheville, NC with her wife and two sons (Bowen and Miles). She is an avid tennis player, spending her time on and off the court promoting the sport. She also enjoys golf and spends the weekends hiking with her family and hound dog. Beth is also passionate about dedicating her time to worthy causes and currently serves as a Board Member of the Asheville Tennis Association and FrontHouzz. She has over 15 years of volunteer experience with the USTA (United States Tennis Association), serving in numerous capacities on local and state boards, and local, state and southern committies.

Favorite Quotes:
ā€œIt takes as much energy to wish as it does to plan.ā€ ~ Eleanor Roosevelt
ā€œThe way you invest your love, you invest your life.ā€ ~ Marcus Mumford

Beth's Team