Meet Our Team.

Meet the Beese Fulmer team. They have nearly a century of combined industry experience in rational investing, primarily in stocks and bonds, with full focus on the customer and their financial goals.

1) Emotions and short-term thinking are the enemy of the successful investor.
2) There is NO alternative to buying high-quality stocks and bonds at the right price.
3) Eliminate the middle man and trust the expert, your investment manager.
4) Maximize wealth building and minimize taxes, expenses and fees.
5) Viewing all assets on one statement is an asset.

Dennis S. Fulmer, CFA Photo
Dennis S. Fulmer, CFA
Chairman and Co-Founder
Ryan T. Fulmer Photo
Ryan T. Fulmer
Nicholas T. Perini, CFA Photo
Nicholas T. Perini, CFA
Vice President
Harry C.C. MacNealy Photo
Harry C.C. MacNealy
Portfolio Manager
Charles H. Hoover Photo
Charles H. Hoover
Portfolio Manager
Lynn S. Hamilton Photo
Lynn S. Hamilton
Portfolio Manager
Tyler J. Smith, CFA Photo
Tyler J. Smith, CFA
Jennifer L. Art Photo
Jennifer L. Art
Accounting Administrator
Diana L. Hetrick Photo
Diana L. Hetrick
Client Service Administrator
Kellie Hill Photo
Kellie Hill
Client Service Administrator
Megan M. Mayle Photo
Megan M. Mayle
Marketing Assistant and Portfolio Administrator
Start Investing Rationally

Beese Fulmer Private Wealth Management LIVES
by The Rules of the Rational.

from the Rational Investors

Beese Fulmer Private Wealth Management experts know investing from every angle and follow every market trend from a clear-thinking perspective. Check out the Beese Fulmer blog and view the videos to learn more about what they think and how they reason.

ATRI Jan 2020 Changes to IRA 2020 resize Ask the Rational Investor: New Law Changes IRA Strategies
In mid-December Congress passed the SECURE Act, which has recently received a lot of news coverage. The retirement bill has been touted as a win for “Main Street” as it eliminates the IRA beneficiaries’ ability to “stretch withdrawals.
ATRI December 2019 Ask The Rational Investor: Is it Time to Sell?
With the stock market up nearly 27% year-to-date* many investors are wondering if they should get out before the next drop!

In these types of stock market environments, it is more important than normal to stay calm and focus on your...
3Q19 Investment Outlook DSF Investment Outlook: Third-Quarter 2019: What is the Yield Curve and Who Cares if it is Flat?
For the last year, pundits have been ruminating about the shape of the yield curve and what it means for future economic growth.   Typically, longer-maturity fixed income securities pay higher yields than short-term maturities.