Springfield, IL Veterans Parkway Office
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Berger Financial Group
Multi-team
Firm-wide stats for Berger Financial Group
About
Berger Financial Group serves individuals, high‑net‑worth families, trusts, estates, businesses, corporate executives and retirement plans. The firm offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning and preparation, succession planning, and retirement‑plan consulting and third‑party administration through its affiliate Quorom.
Investment recommendations are delivered primarily through proprietary, long‑term strategies developed by an Investment Committee that employs fundamental analysis; many accounts are managed on a discretionary basis with periodic client reviews (typically at least annually). Portfolios may include stocks, bonds, mutual funds, ETFs, options and allocation models, and implementation uses custodial and trading arrangements (for example, relationships with Charles Schwab and Trade‑PMR/First Clearing) and order aggregation practices.
Notable distinctions disclosed in the brochure include that certain associated persons are Certified Public Accountants who provide separate tax‑preparation and planning services, and that Berger Financial is a licensed insurance agency whose agents may receive commission compensation for product sales—each a potential source of conflicts of interest. The firm also discloses an affiliate pension consulting/record‑keeping business (Quorom) and a recent structural and ownership change—conversion to an LLC and indirect ownership by Investcorp North American Private Equity Parallel Fund II‑A, L.P., which holds more than 25%—all of which are addressed in its disclosures.
Based on Berger Financial Group
Expertise
Based on Berger Financial Group
Location
1201 Veterans Parkway, Suite A
Springfield IL 62704
Advisors at this office
3
Advisors at this office
Morgan P
CFP®, Series 66
Springfield, IL
Berger Financial Group
Morgan Padget is a CFP® certificant with six years of industry experience. He is currently with Berger Financial Group, where he has worked since 2024. Prior to this, he gained experience at Robert Gordon & Associates and JPMorgan Chase Bank, including its securities division, as well as Edward Jones. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive financial planning through proprietary, long-term investment strategies developed by an Investment Committee.
Nicholas G
CFP®, Series 63
Springfield, IL
Berger Financial Group
Nicholas Gordon is a CFP® with 11 years of industry experience. He is currently with Berger Financial Group and previously worked for Robert Gordon & Associates, Inc. for nine years. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom, utilizing proprietary long-term investment strategies.
Richard S
CFP®, Series 63, Series 65
Springfield, IL
Berger Financial Group
Richard Stone is a CFP® professional with 28 years of experience in the financial industry. He joined Berger Financial Group in 2024 after spending 34 years with Robert Gordon and Associates. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management and comprehensive financial planning through proprietary, long-term investment strategies developed by an in-house Investment Committee.
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