Who We Are

Time erodes. We build.

About Beirne

At Beirne, we are motivated by the ticking clock. If a secure financial future is the goal, we understand there is no time like the present to begin.

We are a privately owned, Registered Investment Advisor* firm, but what differentiates us is our compulsion to act. Tell us who you are and where you want to be so that we can lay your foundation. Never with haste or negligence, but rather with informed audacity — or a belief that our knowledge and your trust can create lasting wealth.

_{*Registration does not imply a level of skill or training}

Our Team. And Yours.

Traits like commitment, dedication, and passion are table stakes in wealth management. Speaking for ourselves, though, they are far more significant than that. They mean everything. Acting as a fiduciary, and balancing real-world grit with tested knowledge, we live these words because your goals and your financial health matter. Get to know our team who takes that fact quite seriously.

John Beirne, Jr., CIMA®

Founding Partner, Chief Investment Officer

John-Oliver Beirne, CRPC®

Partner, President

Richard (JR) DeFrancesco

Partner, Chief Operating Officer

Lindsey Allard, MBA, AWMA®

Partner

Meaghan Morelli

Partner, Chief Marketing Officer

Taylor Garguilo

Manager

Phil Sloan

Institutional Consultant

Morgan Sullivan

Associate

Dennis Grubelic

Chief Compliance Officer

Robert Black

Manager

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service help to focus your needs, wants, and long-term goals.

Our team of professionals has years of experience in financial services. We can help you address your needs today and for many years to come. We look forward to working with you.