Our Story

Ted Beach Jr. and Ted Beach III, June 1983

C.T. Beach & Company, Inc. is an elite Cincinnati, Ohio, based financial firm founded in 1972 with a strong philosophy of helping individuals, families, and businesses protect, grow, and transfer their wealth. As a trusted, family owned, independent firm free from any insurance or investment company affiliation, we are uniquely positioned to present CEOs, executives, private businesses, and other high net worth clients with a wide variety of objective financial solutions for their insurance, investment, and retirement planning needs. Our independence allows us to be truly objective in the advice we give and the products we recommend. As C.T. Beach & Company, Inc., we believe it is our duty to listen, educate, and guide you on your financial journey so you can have more time to focus on the people and activities that bring joy to your life.

An overriding principle of our business model and culture is to treat clients as family and continually put their interests before our own. Doing this helps clients stay financially strong and independent. Our services, professional reputation, and name are forever linked – we go to great lengths to ensure our clients are properly cared for and succeed in their planning, while maintaining our family name.

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Charles “Ted” Beach III, CLU®, ChFC®

Ted Beach, president of C.T. Beach & Company, Inc., is dedicated to developing long-term relationships with his clients as he helps them determine their objectives, develop a plan, and deliver solutions. He focuses on educating his clients and providing clear explanations and up-to-date information in a way that is easy to understand.

Ted celebrated his 30th anniversary with the firm in June 2013. He is the fourth generation in the insurance business, following his father, Ted Beach Jr. His father stressed the importance of independence and value driven relationships to provide security to the clients he had the pleasure to serve. Ted graduated from Miami University in Oxford, Ohio, with a Bachelor of Science degree in finance and has earned the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations. He currently holds FINRA Series 6 and 63 licenses, in addition to numerous insurance licenses.

Ted finds it highly important to keep himself and his clients educated and informed with the most accurate market and account information, delivered in a way that is easy to understand. Ted attends educational events through his broker-dealer including Wealth Strategy Workshops, where he utilizes and incorporates concepts into his practice. He is also focused on growing his fee-based platforms through Cambridge Asset Allocation Platform (CAAP®)1 to offer a wide variety of strategies.  He is a member of the National Association of Insurance Financial Advisors (NAIFA),

Financial Services Institute (FSI), and is a past qualifier of the Million Dollar Round Table.

Ted’s passion is to devote his services and time to the Life Foundation, a non-profit organization dedicated to helping Americans take personal financial responsibility through the ownership of life insurance and related products. In his free time away from professional and volunteering activities, Ted enjoys spending time with his family, golfing, swimming, running, and being a youth coach.

 

1 CAAP® is a registered mark of Cambridge Investment Research, Inc. for its program for investment managers.

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