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Our Oxford Florida Office

Proudly Serving Families Across Florida & The United States

 


 

Our Oxford Florida Office

Proudly Serving Families Across Florida & The United States

Your Local Financial Advisors

Meet The Central Florida Team

Get to know the experienced advisors dedicated to serving families with personalized & trusted financial guidance.

Your Local Expert Advisors

Meet The Team

Get to know the experienced advisors dedicated to serving families with personalized & trusted financial guidance.

Vicki Beam Executive Headshot

Vicki Beam

Founder & Financial Advisor

Vicki L. Beam is the visionary founder of Fortitude Wealth Planners, LLC. With a financial acumen honed over two decades, Vicki is a force to be reckoned with in the world of financial management. Her journey began in the heart of her family home, where she witnessed her parents' unwavering commitment to financial stability. This early exposure ignited a passion for finance that led her to The University of Michigan and culminated in a B.S. in Computer Science and Management from Russell Sage College. Vicki is also a certified powerhouse, holding FINRA Series 6, 7, 24, 63, and 65 qualifications.

Before launching her own firm, Vicki spent a decade at Southland Corporation, the global leader in 7-Eleven franchises. There, she honed her skills in boosting profitability for franchise owners. Her career trajectory then took her to Waddell & Reed, Inc., where she ascended to Division Manager, overseeing financial advisors across Northern Michigan. In 2006, Vicki took the entrepreneurial leap to establish Fortitude Wealth Planners, LLC, a firm that now proudly serves clients nationwide.

At Fortitude, Vicki champions a holistic approach to financial planning. She's not just about numbers; she's about aligning your financial strategies with your life goals. From young couples navigating their financial future to retirees living their dream life, Vicki offers tailored solutions for all.

Outside the office, Vicki is a devoted family woman and an adventurer at heart. Whether she's spending cherished moments with her husband Jim and their grandchildren James, Sophia, Emerson, Briella and Alex, or hitting the open road on her Harley Davidson Softail Deluxe (affectionately named Joy), Vicki embodies the balance of work and play. Her hobbies also include line dancing, globetrotting, and gardening—because for Vicki, life is to be savored in all its facets. And everyone knows her beloved dogs Gunnar & Elley.

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Dwiyana Edwards executive headshot

Dwiyana Edwards

Financial Advisor

Dwiyana Edwards, a proud native of Ocala, Florida, is a future leader in the world of finance. Dwiyana is obtaining her associate’s degree from the College of Central Florida. She initially delved into Early Childhood Education, enriching young minds at an elementary school. However, her passion shifted to finance in 2019. Now, with her SIE, Series 6, Series 65 and Life Insurance License in hand, Dwiyana is dedicated to guiding clients through their financial journeys.

Beyond her professional accolades, she's a certified Notary Public, having notarized trusts and even performed marriages for clients. Outside the office, Dwiyana’s heart belongs to her furry companions, being both a devoted dog mom and a foster for the Humane Society. When she's not assisting clients or caring for pups, you might find her showcasing her artistic flair through painting, belting out tunes at karaoke, or exploring local treasures at flea and farmers markets.

 

Hope Maurer Executive Headshot

Hope Maurer

Director of Client Services

Hope brings a unique blend of professional expertise and genuine compassion to her work. With a background in project management, she has developed strong experience across recruitment, staffing, finance, and technical writing. Her approach is grounded in organization, clarity, and a commitment to helping teams and clients achieve meaningful results. Hope and her husband relocated from Baltimore to Central Florida in 2023, bringing with them a wealth of experience and a strong set of values.

Outside of work, family is at the center of Hope’s life. She enjoys spending time with her children, grandchildren, and close friends, and has a lifelong love for reading and animals. For over 20 years, Hope has been dedicated to rescuing cats and dogs, reflecting her deep compassion and commitment to making a positive impact.

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Amanda Doyle Executive Headshot

Amanda Doyle

Client Coordinator

Amanda is a true Michigan native and moved to Northern Michigan almost 10 years ago. With over 20 years of experience in client relations and a passion for fostering strong client relationships, ensuring that every interaction is seamless and positive. Her commitment to understanding client needs and delivering tailored solutions has made her an invaluable asset to our team.

Amanda married her high school sweetheart David, has two daughters and two dogs. In her free time, she can be found relaxing at the beach, skiing, reading, or gardening. Her expertise and dedication continue to elevate our client service standards.

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Gunner

Gunnar Beam

Director of First Impressions

Gunnar is an 11 year old German Shorthaired Pointer. GSP’s are known to work so he fits right in here! Gunnar is the sweetest, gentlest GSP and he brings much happiness to the office. This is one place his nose doesn’t get him into any trouble.

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Elley

Elley Beam

Director of Security

Elley is a 7 year old Black Lab. Elley is the friendly protector of the office. She would much rather be playing ball though. Don't be alarmed by her bark - she is just saying hello!

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Our Financial Advising Services

Providing trusted financial guidance to families across Florida and the United States, we are proudly based near The Villages and deeply connected to the communities we serve. Our approach combines local insight with personalized planning to help individuals and families navigate financial decisions with clarity, confidence, and long-term security.

Our Financial Advising Services

Providing trusted financial guidance to families across Florida and the United States, we are proudly based near The Villages and deeply connected to the communities we serve. Our approach combines local insight with personalized planning to help individuals and families navigate financial decisions with clarity, confidence, and long-term security.

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Holistic Financial Planning

Comprehensive financial planning that integrates investments, retirement, insurance, tax strategies, and estate planning into one cohesive approach, helping you align your finances with your goals and long-term vision.

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Retirement Planning

Strategic retirement planning focused on building sustainable income, optimizing investments, and managing risk, helping you confidently transition into retirement while maintaining your lifestyle and long-term financial security.

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Investment strategies

Investment Strategies

Strategic investment management focused on disciplined portfolio construction, diversification, and risk management, helping you grow and preserve wealth while staying aligned with your long-term financial goals and evolving market conditions.

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Insurance Planning

Insurance Planning

Effective insurance planning services designed to assess risks, optimize coverage, and protect your assets, ensuring financial security and peace of mind through tailored solutions that adapt to your evolving needs.

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Wills and estate planning

Wills & Estate Planning

Wills and estate planning services designed to protect your assets, clarify your wishes, and ensure efficient management of your estate while providing long-term security for your family and beneficiaries.

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Trusts and wealth transfers

Trusts & Wealth Transfers

Trust and wealth transfer services focused on structuring assets efficiently, minimizing taxes, and preserving your legacy, ensuring a smooth, controlled transition of wealth aligned with your long-term goals.

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College Savings Plans

College Savings Plans

College savings plan services designed to help families prepare for future education costs through tax-advantaged strategies, disciplined investing, and flexible planning aligned with long-term financial goals and timelines.

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Tax Planning Strategies

Tax Planning Strategies

Tax planning strategy services designed to minimize liabilities, optimize deductions, and improve financial efficiency through proactive planning, helping you keep more of your income while aligning with long-term goals.

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Proudly Serving Families Across Florida & The U.S.

Central Florida Office

Address | 4075 County Road 106 Oxford, FL 34484

Phone | (352) 339-2980

Book Your Free Consultation Today!