Beau Yurkevicius

Beau is a financial planner who blends analytical discipline with a deeply human approach to money. His work centers on helping individuals, families, and businesses create clarity, confidence, and connection in their financial lives.

Before entering the planning profession, Beau spent years in the field of physiology research, where he learned how to break down complex information and uncover the story hidden in the data. That same skill set now shapes the way he works with clients: he listens closely, studies the full picture, and helps people understand how the different parts of their financial world fit together. He sees money not as an end in itself, but as a tool for crafting a life that is both distinct and deliberately lived.

His interest in personal finance started early, long before it became his career. After years of self study, he realized he wanted to use what he’d learned to help others make thoughtful, informed decisions. Today, he approaches planning with strategy first and the client’s goals at the center of every recommendation. He values long term relationships, clear communication, and the kind of partnership where clients feel supported through every major chapter of life.

Beau works with individuals, families, and business owners who are doing many things right but want a more connected, intentional plan. He especially enjoys helping his clients navigate both the simple and complex phases of their financial journey where steady guidance and big picture thinking help create a level of confidence and comfort surrounding each decision. Through Baystate Financial, he collaborates with a network of specialists to ensure clients receive comprehensive, well rounded support.

Beau lives in Maynard, MA with his wife. Outside the office, he’s constantly exploring new interests, whether through books, movement, or games. He loves time outdoors, especially camping and hiking, and he’s always up for golf or diving into a strategic board or card game.