Beth Nedelisky

Wealth Manager, CFA, CFP®

Beth Nedelisky is a Wealth Manager with a special interest in estate planning and investment management.

Prior to joining the firm in 2005, Beth served as Director of Admissions for Covenant College. She has co-authored more than 30 articles on various financial planning topics, including estate planning and real estate. Beth grew up in Nigeria and the Czech Republic. She lives in Charlottesville with her husband, Paul.

Beth earned a B.A. in Philosophy from Covenant College.


Credentials

Certified Financial Planner ™

The CFP® certification is the recognized standard of excellence for competent and ethical personal financial planning.

For more information about this designation, see the CFP Board website.

Chartered Financial Analyst ®

The Chartered Financial Analyst ® designation is the most respected and recognized investment management designation in the world.

For more information about this designation, see the CFA Institute website.


Specialties


Latest Articles

When You Should Not Do a Backdoor Roth
with No Comments

Like how diner coffee gets more bitter as the waitress tops off your cup with more coffee from the pot, so too the growth on your nondeductible assets increases your tax owed by decreasing the percent post-tax assets in your cup.

How to Readjust Your Retirement Plan
with No Comments

Sometimes the change can be in a direction you did not expect.

Invest Even When Afraid
with No Comments

You can’t invest for the future in the future. Don’t let your fear of the future ruin your future.

See More


Recent Best of Articles

How to Calculate Your RMD: a Uniform, Inherited, and Joint Divisor Calculator

with No Comments

There are different tables and formulas used to calculate your RMD divisor based on your particular circumstances. Here is a calculator for the three most common.

Q&A: What’s My Roth Conversion Limit?

with No Comments

The legal answer to this question is: there is no limit. The practical answer is: it depends on a number of things.

See More Best Of

Subscribe to our newsletter!