Barb Beckner
Barb Beckner
Financial Advisor
Ron Beckner bio headshot
Ronald D. Beckner
Financial Advisor
Rebekah Wolking
Rebekah Wolking
Office Administrator

Experienced guidance – more confident investing

Having an experienced Financial Professional can not only help simplify the complexities of your wealth, but it can also help simplify your life. We can help not only reduce the many questions that can come with investing but can also help you identify many opportunities using a disciplined process and investment choices based on your goals, time frame and risk tolerance.

Ron and Barb Beckner consistently prove they enjoy helping clients by educating through our Trademarked R-TIME FORMula™ and Financial STAR process. The team at Peaks Integrity Wealth Management walk with clients through every season of life.

As a working-class American, Ron Beckner released his book in 2022, “A Blueprint and Financial Guide for the Working-Class American”. As a third generation Pipe-fitter, retired military, Ron shares his working-class background to illustrate the importance of a financial education.

For more information on Ron’s book, “A Blueprint and Financial Guide for the Working-Class American”, click here.

Services we offer

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Longevity Planning

Many of today's retirees can expect to spend 30 years or more enjoying the fruits of their labor. That's why it's increasingly important not simply to plan for retirement, but to plan for longevity in retirement - all of the years it might last, all of the ways your life will change and all of the events you can't foresee.

Unique solutions for business owners and entrepreneurs.
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Understanding the challenges women face and how to help.
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Nurturing wealth so you can live a longer, better life.
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Expertise to support the unique needs and goals of non-profits
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A pragmatic approach to wealth management
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News & resources

Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Beyond education savings, these plans can work for you - not just your kids.
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Family & Lifestyle
With persistent inflation and a resilient economy, the Fed's updated projections show two rate cuts next year.
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Markets & Investing
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
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Estate & Giving
Take action during an overwhelming time with this quick guide.
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Family & Lifestyle
Start the new year right by reviewing and revamping your financial plan.
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Retirement & Longevity
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help.
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Family & Lifestyle
What's on the market's wish list for 2025? Chief Investment Officer Larry Adam provides a festive perspective.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing
The most difficult thing is the decision to act, the rest is merely tenacity.
Amelia Earhart

An elevated advisory experience

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present. 
Connect with us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Peaks Integrity is not a registered broker/dealer and is independent of Raymond James Financial Services.

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