Beronio Wealth Planning

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Beronio Wealth Planning Beronio Wealth Planning is a full service financial services firm with Independence Powered by LPL Fi Our sole focus is serving our clients.

Beronio Wealth Planning aims to provide comprehensive financial planning advice with a focus on sustainable results for all our clients goals and objectives. As an independent firm, BWP has no obligations to investment product manufacturers and no cross-sell quotas or other home-office directives. We Provide objective financial planning and investment advice, based on a thorough understanding of your unique circumstances and philosophy about wealth management. We offer the benefit of our experience, education and professional training to help our clients reach their personal financial goals. We survey the marketplace on an ongoing basis to find appropriate vehicles for proper asset deployment, and, in most cases, incorporate said vehicles in our own portfolios. As such, the advice we give remains a personal endeavor. Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC www.finra.org, www.sipc.org. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.PeterBeronio.com.

Three tips for giving smart from the heart.
10/16/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
10/14/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
10/12/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Check out this informative video on bull and bear markets to better understand how the stock market works!
10/09/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

Learn about the difference between bulls and bears—markets, that is!

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
10/07/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

Currency has been around for a long time. Here's a quick history lesson.
10/05/2026

Currency has been around for a long time. Here's a quick history lesson.

This piece presents an overview of fundamental steps to consider when a loved one passes.
10/02/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
09/30/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

10 tips that can head-off marriage money problems.
09/28/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

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2601 Trimmier Road
Killeen, TX
76542

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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