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.

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

News & resources

How securities-based lending can help you in the face of disaster.
Read
Business Ownership
Considering the potential benefits and risks of the latest tech revolution.
Read
Technology & Innovation
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Read
Economy & Policy
Proven ways to make your business stand out online.
Read
Business Ownership
5 ideas to help you build a meaningful professional legacy.
Read
Family & Lifestyle

If your home was substantially damaged in a natural disaster, would you rebuild or relocate? Explore the factors that will influence your decision.

Read
Family & Lifestyle
Joint brokerage accounts offer a collaborative approach to investing.
Read
Markets & Investing
Know the ins and outs when making a career move.
Read
Family & Lifestyle
Choosing the right charitable vehicle for your business.
Read
Business Ownership
Despite pockets of volatility to start the year, equity markets finished higher in January.
Read
Markets & Investing
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Read
Markets and 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 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 to external content or websites, if provided, are 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.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Peaks Integrity. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Peaks Integrity is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

© 2026 Raymond James Financial, Inc.