About.
Beth Underhill equips families to turn income into lasting wealth. through a mix of real estate, private lending, and the Legacy Loop, she makes money work on purpose, not by accident.
"I learned to always take on things I'd never done before.
Growth and comfort do not coexist."
Beth Underhill is a wealth strategist and real estate investor who believes freedom comes from smart systems, not speculation. As the founder of Lifestyle Equities Group and Investing With Beth, she guides families and investors to grow and protect their money with clear frameworks, proven deals, and education that’s easy to act on.
Her track record spans both Main Street and large-scale projects. Beth has redeveloped more than $5 million in single-family homes and helped deliver over $35 million in outdoor living spaces. She serves as a co-general partner on 250+ multifamily units and 486 student housing beds, holds equity in a hotel repositioning in Panama, leads multiple development initiatives, and provides private capital solutions to other investors.
As a licensed insurance professional, Beth teaches The Legacy Loop, a modern, practical approach to the classic “be your own bank” model. The goal is simple. Recapture interest, create dependable cash flow, and build a financial system that compounds across generations.
Based in Cincinnati, Beth is a wife, mom, and dedicated powerlifter. The discipline she brings to the gym mirrors the way she coaches and invests. She is committed to making financial literacy accessible for anyone ready to rewrite their money story and build a lasting legacy.