Matthew L. Beebe
Founder and CEO
Matt began his career with AXA Advisors in 1999. He then founded his own office, Beebe Financial Services, in 2002.
With expertise in asset allocation, distribution strategies, business planning, corporate retirement plans and estate planning, Matt has been helping clients achieve their financial goals for over 24 years.
He currently advises clients in 14 states, ranging from Alaska to Vermont. Matt is an Accredited Investment Fiduciary and holds an advanced certificate in Asset Allocation and Wealth Management from the Harvard Faculty Club.
An avid outdoorsman, Matt lives in the Lake George region of the Adirondack Park with his wife of over thirty years, Julia. He enjoys camping, hunting, fishing, gardening and is a hobbyist beekeeper.
Matt and Julia are big fans of the Purdue Boilermakers, where their youngest son, Jake, earned his engineering degree.
Maxwell Beebe
Financial Advisor
Max decided to follow in his father's footsteps, joining Beebe Financial Services in May of 2018. His enthusiasm for financial planning and sense of humor immediately made him a client favorite.
Max graduated from Potsdam University with a BA in economics. During their senior year of college Max and Patrick won the Potsdam University Economic Fusion Innovation Competition.
Max's innovative thinking and ability to work effectively as part of a team brings with it a strategic advantage in helping our clients.
Patrick Mylod, CFP®
Director of Operations and Client Support
Patrick joined Beebe Financial Services in July of 2019. He is a graduate of Potsdam University, earning a BA in history and a master's degree in teaching. In 2024, Patrick earned his CERTIFIED FINANCIAL PLANNER™ certification.
Patrick was a four-year varsity soccer player for the Potsdam Bears and is the ultimate team player. A lifelong friend and college roommate of Max, Patrick completes the family atmosphere we have created at Beebe Financial Services.
Patrick is fully licensed and credentialed to be an advisor but prefers the client service side of the business.
