Broker Check
Beth Olmstead, CFP®

Beth Olmstead, CFP®

Senior Financial Advisor

Professional Affiliations:

  • Financial Planning Association of New York
  • Financial Women's Association of New York

Registrations & Licenses:

  • Series 7 & 63 registrations
  • Licensed Insurance Agent-Life, Accident, Health

Beth Olmstead, CFP® joined Allied Wealth Partners* in 1999 after eleven years of success as Managing Director of Health Care Finance at TD Securities. During that time, she developed a Home Health Care strategy creating a new niche for the Firm and notable revenue growth.

Whether working in the investment banking sector or financial services, Beth’s primary focus has always been the best interests of her clients, not a firm’s bottom line. Allied Wealth Partners upholds an independent philosophy and client-centric approach that is absolutely in tune with her core values.

Beth has built her practice through long lasting relationships with clients based on mutual trust and commitment. She is proud to have helped so many clients pursue multiple financial goals including educating their children, retiring comfortably and making wise financial decisions. Quality ‘human’ resources are vital to the success of her wide ranging practice. Having the support of an extensive team of diversified professionals allows Beth to handle simple to complex cases with exceptional service and total confidence.

As a female financial advisor she is a strong advocate for fellow businesswomen in the financial industry and has committed 9 years to fostering continued growth as a member of WISE, Women Inspiring and Supporting Excellence.

Beth holds an MBA in Finance from New York University and a BSW/MSW from the University of Kansas.

In her leisure, Beth is an avid golfer and member of the LPGA Amateur Golf Association NYC and Westchester Chapters. She is also a member of the Brookridge Women’s Golf Club. In 2021, she achieved a long-time goal: scoring a hole in one! Aside from golf, Beth is a passionate Yankee fan and enjoys biking and hiking.

*formerly Langdon Ford Financial, Inc.