Our Team

Support that stands the test of time.

Our first priority is helping you take care of yourself and your family. We start by learning more about your personal situation, identifying your dreams and goals, and understanding your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

We recognize that your plan is more than accounts and balances, it’s about protecting your family’s future and building a lasting legacy. We draw inspiration from the beauty of the surrounding Adirondacks and the tranquility of Lake George. And we’ve created a relaxed office setting that’s equally inviting, including frequent visits from some of our four-legged friends.

At Beebe Financial Services, we don't just manage finances; we grow lasting relationships. Our clients have become our family, and we’ve had the good fortune of joining them for life’s celebrations, as well as helping them through life’s struggles. We understand that your trust requires patience, dedication, and consistent care, so we put in the time and effort needed to give you continued support you can count on.

Matthew L. Beebe

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

Maxwell Beebe

Financial Advisor

Max decided to follow in his father's footsteps, joining Beebe Financial Services in May of 2018. His entusiasm for financial planning and sense of humor immediatley made him a client favorite.

Max graduated form Postsdam Univeristy with a BA in economics. During thier 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

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.

Our Extended Team

Our affiliation with Commonwealth Financial Network® gives us access to teams of advanced planning consultants, investment research specialists, and retirement professionals to help us better serve your needs. Use the links below to learn more about our support teams.

Our Process

Our RIA-Broker/Dealer

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Our History

Commonwealth Advanced Planning Team

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Our Process

Commonwealth Research Team

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Our History

Commonwealth Retirement Team

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It’s about planning your future.

At Beebe Financial Services, planning is our passion.
Let us tend to your needs and help nurture your financial future. 

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