A complete list of active advisors currently associated with Berger Financial Group

Warmer can help you find a great advisor at Berger Financial Group or one who fits your needs even better.

Berger Financial Group serves individuals, high net worth families, trusts, estates, businesses, corporate executives and retirement plans, offering wealth management, financial and retirement planning, succession planning and proprietary investment strategies. Certain associated persons also provide income tax planning and preparation as Certified Public Accountants; those tax services are offered separately from the firm’s advisory arrangements. The firm provides primarily discretionary wealth management using proprietary strategies developed by an Investment Committee that relies largely on fundamental analysis and a long‑term strategic approach, while allowing tactical adjustments and periodic client‑driven reviews. Recommendations incorporate clients’ tax, estate and employee‑benefit considerations, and accounts are typically reviewed internally and with clients at least annually. Berger Financial is principally owned by an employee stock ownership plan trust, and it has notable affiliations that distinguish its model: certain advisers are licensed insurance professionals and the firm operates as a licensed insurance agency that may receive commissions for insurance sales, and it is affiliated with Quorom Consulting Group, which provides retirement‑plan consulting and third‑party administration/recordkeeping and may be separately compensated. These affiliations are disclosed as creating potential incentives to recommend affiliated services, and the firm documents procedures to disclose and manage those conflicts.

To learn more about the advisors currently working at Berger Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.