Fiduciary Advice for Every Financial Transition
Based in West Michigan, BeManaged Financial Services helps individuals, families, and businesses locally and across the country with holistic, fiduciary guidance — helping you navigate life’s financial turning points with clarity and confidence.
Fiduciary Since 2006
Over 20 years as a federally registered investment advisor.
Transparent Planning
Clear projections show how withdrawals, Roth conversions, and rollovers affect your future.
Guided Transitions
Experienced guidance through life changes, rollovers and retirement.
Everything Working Together
Investments, income, and taxes planned in coordination — nothing overlooked.
Built in West Michigan. Trusted for Generations.
When you’ve spent years working, saving, and building a life, you deserve advice that treats your progress with care. Many of our clients first met us through their employer retirement plans, then chose to continue working with us personally because they valued the clarity and discipline we brought to their decisions. Founded in 2006 and now co-owned by Jay Jandasek and Jon Whaley, BeManaged Financial Services remains grounded in the same fiduciary principles it was built on nearly 20 years ago. Based in West Michigan, we serve clients throughout Grand Rapids and nearby communities like Rockford, Ada, Holland, and Kalamazoo, and work with clients nationwide both virtually and in person.
Guidance That Supports You Through Every Financial Stage
Comprehensive Financial Planning
Your income, taxes, investments, debt strategy, and legacy goals brought into one structured plan.
Investment Management
A disciplined portfolio strategy aligned with your risk tolerance and long-term objectives.
Retirement Planning
Income modeling, Roth conversions, and 401(k) rollovers designed to support sustainable withdrawals.
SmartVestor Pro
Long-term investing guidance grounded in stewardship and integrated into your full financial plan.
Built to Support Personal and Workplace Financial Decisions
Individual Investors
Growth-focused professionals under 55, pre-retirees, and retirees 55+ who want to know they’re on track — and make thoughtful decisions about retirement income, Roth conversions, and major financial transitions.
Employees of Partner Organizations
Through your workplace partnership with BeManaged, you have access to fiduciary guidance for your 401(k), rollovers, and broader financial decisions — including a dedicated scheduling link created for your organization.
Employers
Rooted in West Michigan, we work with employers across the country — including recent plans in Florida and Georgia — providing retirement plan support, participant advisory services, and financial education.
Get Clear About Where You Stand
You don’t need to make every decision today. Start with a conversation about where you are, what’s working, and what may need attention.
Based in West Michigan and serving clients locally and across the country, BeManaged helps you move forward with a plan that reflects your goals — and protects what you’ve built.
