Keith Beverly GRID 202 Partners

Keith Beverly

Financial Advisor

Financial advisor Keith Beverly launched Washington, D.C.-based Grid 202 Partners in 2018. He holds CFA and CFP designations.

Diversity and equality

A question for advisors: Who is John Brown?

The historic abolitionist showed how to be an ally in a specific and useful way, writes Keith Beverly.

By Keith Beverly

June 17

TRENDING

Wealth management

More ultrarich are worth over $100B than ever before

AI, luxury goods and geopolitical shifts have buoyed several people above the threshhold.

By Diana Li and Jack Witzig

May 17
Professional development

8 ways to invest in next-gen advisors — and your firm's future

With RIAs increasingly identifying succession planning as a business imperative, here's how financial advisors and firms are investing in the future.

By Tobias Salinger

May 17
Practice and client management

Going corporate: Why letting pros handle estates can be best for clients

A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.

By Tobias Salinger

May 17