Austin Beard, CFP®

Wealth Advisor

Logan, Utah

Contact Austin

Austin helps clients work toward financial goals through comprehensive planning. He focuses on balancing today’s priorities with long-term retirement readiness.
He joined EP Wealth in 2021. He earned a bachelor’s degree and a master’s degree in accounting from Utah State University and holds the CERTIFIED FINANCIAL PLANNER™ designation. He also teaches financial planning courses at Utah State University.
His approach is organized and education-focused. He clarifies priorities and turns complex decisions into clear steps. He believes a steady plan helps clients feel confident through change.
He enjoys golfing, wake surfing, hiking, and trying new foods. He lives with his wife, Jordan, and their growing family.