Beacon Wealth Management’s Ryan Grogg Earns Prestigious Accredited Investment Fiduciary® (AIF®) Designation

Ryan Grogg

Bridgeport, WV – October 6, 2025  –

Beacon Wealth Management is proud to announce that Wealth Advisor Ryan Grogg has earned the Accredited Investment Fiduciary® (AIF®) designation, a distinguished credential that highlights advanced expertise in fiduciary responsibility and investment best practices.

The AIF® designation reflects Grogg’s commitment to providing more than standard financial guidance. He specializes in family wealth and business advisory, working closely with professionals, business owners, and responsible savers who benefit from a hands-on, personalized approach. This certification underscores his dedication to serving clients with transparency, trust, and a higher level of care tailored to their unique financial needs.

“Achieving this designation demonstrates Ryan’s seriousness and dedication to our clients,” said John Halterman, Senior Wealth Advisor at Beacon Wealth Management. “His expertise and commitment set him apart, and we’re excited to see the positive impact he will continue to have on both our clients and our community.”

Beyond his professional achievements, Grogg is an active community leader. He is a graduate of the FBI Citizens Academy, Class of 2025, Director of Finance for the Board of the West Virginia Enduro Series, and he currently participates in Leadership Harrison County, with graduation anticipated in spring 2026. As Beacon Wealth Management’s Director of Community Development, he organizes and hosts educational events throughout the region, helping individuals, professionals, and business owners gain the financial knowledge necessary to plan confidently for their futures.

Grogg’s accomplishments reflect his passion for building stronger communities through both his advisory work and civic involvement. Whether leading client initiatives, serving on local boards, or volunteering, he continues to establish himself as a trusted advisor and emerging leader in North Central West Virginia.

About John Halterman and the Beacon Wealth Management Team

At John Halterman and the Beacon Wealth Management Team, we believe the adventure begins with retirement — and we’re here to help you live life unscripted. Our experienced team specializes in guiding individuals and families through the critical years leading up to and through retirement. We provide personalized, client-focused strategies designed to help people move forward with clarity and confidence. Rooted in trust, integrity, and care, we build lasting relationships while helping clients protect what they’ve worked hard for and create a financial future they can feel good about.

 

Learn how using wills and trusts in estate planning supports long-term strategies for family legacy and asset organization.

The Role of Wills and Trusts in Protecting Your Family’s Future

Estate planning is an essential component of long-term financial planning. It’s not only about transferring wealth—it’s about outlining your wishes clearly, supporting your family’s future, and helping avoid unnecessary complications during an already difficult time. Using wills and trusts in estate planning offers a structured way to manage your assets, clarify your intentions, and reduce the burden on loved ones.  At Beacon Wealth Management, we work with individuals and families to help them understand how different estate planning tools can align with their goals. While wills and trusts serve different purposes, they can work together to form a comprehensive

Read More
Learn how a retirement strategy aligned with personal goals supports flexible planning for longevity, spending, and financial transitions.

Creating a Retirement Strategy That Aligns with Your Life Goals

Planning for retirement isn’t just about reaching a financial milestone—it’s about designing a future that reflects your values, lifestyle preferences, and long-term priorities. A retirement strategy aligned with personal goals takes into account more than just numbers on a page. It integrates your vision for retirement with financial planning tools that adapt as life evolves.  At Beacon Wealth Management, we believe that retirement planning should be as individual as the people it supports. We work with clients to develop strategies that reflect their financial circumstances, family considerations, and aspirations for the next phase of life. 

Read More
Discover how Beacon Wealth’s DARE approach creates a tailored financial plan in West Virginia to simplify your financial journey.

The DARE Approach to Financial Planning: How We Provide a Tailored Strategy

At Beacon Wealth Management, we believe wealth strategy should be as unique as the individuals we serve. For nearly 30 years, our team has been working with select clients in the Retirement Red Zone, as well as entrepreneurs and professional practitioners, providing high-touch, client-focused wealth management across the greater Bridgeport, West Virginia area and beyond. Our approach centers on building holistic financial strategies tailored to each client’s needs. Through our time-tested process, the BWM Retirement Red Zone Advisory Process, or the DARE approach—Discover, Analyze, Recommend, and Evolve—we strive to simplify the financial journey and guide clients with care and

Read More

Join Our Mailing List

Stay in the loop with exclusive financial insights and updates! Join our mailing list today to receive the latest news and tips from Beacon Wealth Management.

Skip to content