We don’t follow the industry. We challenge it.
We don’t follow the industry.
We challenge it.
We don’t do trends. We don’t do cookie-cutter strategy. We do financial caregiving. Our plans are precise. Our strategies, disciplined. Our loyalty to you, only. Sharp thinking and steady guidance, always.
We believe wealth management is both a technical craft and a human one.
We bring conviction, evidence, and a strategy that’s built only for our clients.
Blend of deep in-house research + transparent fee-only model
Robust, proprietary research at the core of ever decision
Radical honesty paired with uncommon personal attention
Resilient portfolios designed to stand the test of time
Protection from bad advice, noise, and industry distractions
Morgan Allen
Partner, Research Analyst
Morgan Allen
brings the rigor.
Morgan entered finance with a simple passion: understanding how the market really works. Early on, she was frustrated by the industry’s one-size-fits-all playbook—ask a few questions, press a button, and hand clients a generic portfolio. That never sat right. She wanted more for clients—and for herself.
So instead of mimicking the trades of market legends, Morgan studied how they thought. She discovered that their edge wasn’t genius or luck—it was discipline, common sense, and the relentless work of doing the research. Along the way, she found a mentor who shaped her philosophy and fueled her conviction: success in this industry comes down to ethics, effort, and the courage to think differently.
Today, Morgan brings that same discipline and curiosity as co-founder of Beau Morgan Advisors. Her goal is clear: to help clients participate in opportunities with the potential for stronger returns and less risk—always grounded in research, never in noise.
Beau Cornish
Founder, Senior Wealth Advisor
Beau Cornish
brings the care.
Beau’s career began in corporate consulting, where she launched Rochester’s first Workplace Wellness Department. But as she researched the country’s growing mental health crisis, one truth became impossible to ignore: the number-one source of stress wasn’t the workplace—it was money.
So she made a bold pivot, leaving boardrooms for kitchen tables, where she could sit with people one-on-one and help them navigate the financial decisions that shape their lives. That shift revealed her calling: to serve with clarity, creativity, and honesty.
As co-founder of Beau Morgan Advisors, Beau finally has the freedom to deliver on that vision. She sees financial advising not as sales, but as caregiving—an olive branch extended to anyone seeking a fair shot at independence, security, and peace of mind.
Meg Dostman
Office & Client Relations Manager
Rochester’s most trusted plate-spinner.
For more than two decades, Meg has made the impossible feel effortless. Running households, managing chaos, and raising families with precision, humor, and care.
As BMA’s Office Manager, she brings the same level of intentionality to the way we work. Her nickname, “Sparky,” says it all: Meg radiates warmth, energy, and optimism. She’s detail-obsessed, deeply compassionate, and fiercely loyal (Beau would know—they’ve been best friends for 20 years). Whether she’s coordinating calendars or setting the tone in the office, Meg ensures everything runs smoothly so clients feel at home the moment they walk through our doors