Delegating your financial planning and money management duties to a trusted financial advisor like Joel Beyer is a smart business decision; especially when he is supported by one of the highest quality and innovative financial services firms in the United States.  

 

QA3 Financial Corp. is a full-service, U.S. owned broker dealer located in the heartland of America in Omaha Nebraska. 

 

The QA stands for “Quantum Alliance”. This stands for the alliance of financial professionals: financial advisors, attorneys and accountants. The 3 is to indicate “to the third power” and conveys the powerful multiplying effect that we believe is achieved when financial professionals combine their expertise to benefit the client. 

 

QA3 Financial Corp. is a registered broker dealer and is a member of the FINRA and SIPC. QA3 Financial, LLC is an SEC Registered Investment Advisory firm. 

 

QA3 provides the regulatory framework and back office support for financial advisors like Joel Beyer, who own and operate their own financial services businesses.  This provides Joel with the freedom, flexibility and objectivity to select from among the highest quality financial planning and investment management resources for his clients—without the pressure to sell any proprietary products.

 

Joel Beyer and QA3 - a powerful combination to help you effectively plan and manage your financial world so you can spend even more time on what’s really important to you.

 

For over 17 years we’ve helped our clients make smart choices about money in a manner that helps them live a much higher quality of life. This is accomplished through a proven process called Values-Based Financial Planning™, and a proactive wealth management strategy that focuses on goal achievement, tax reduction, investment management and asset protection.

 

Due to the very special way we work with people, we only work with a limited number of clients who match a unique character and financial profile. To help you determine if we might the right firm for you, we’ve posted our ideal client profile on this website. If you match our profile, we invite you to inquire about a no-cost, no-obligation initial interview to explore the potential opportunities in working together. We can be reached Monday-Friday from 9:00 am to 4:30 pm at (760) 788-5953. We look forward to talking with you.