Daniel Faircloth is a financial advisor at Berg Faircloth Investment Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at BDO LLP. In addition to advising, he provides accounting and legal services related to financial accuracy and compliance. Berg Faircloth Investment Advisors offers discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines fundamental and cyclical analysis with both long- and short-term trading strategies, tailoring portfolios to client objectives and risk tolerance.

Anise Faircloth is a financial advisor with Berg Faircloth Investment Advisors in Leesburg, VA, holding 12 years of industry experience. She has been with Berg Faircloth Investment Advisors and related entities since 2010. Outside of advising, she serves as a firm administrator for Berg Faircloth & Company, an accounting firm. Berg Faircloth Investment Advisors provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as pension plans and business entities. The firm employs fundamental and cyclical analysis in managing a range of securities and integrates tax and accounting advice through its affiliation with an accounting practice.

Ricky Faircloth is a financial advisor at Berg Faircloth Investment Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in various related businesses since 1980, including ownership of a tax preparation and accounting firm where he serves as a CPA. Additionally, he owns and operates a farm and real estate sales business in Virginia. Berg Faircloth Investment Advisors provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs fundamental and cyclical analysis with both long- and short-term trading strategies across multiple asset classes and integrates tax and accounting advice through its affiliation with an accounting practice.