A complete list of active advisors currently associated with Berkshire Money Management, Inc.
Warmer can help you find a great advisor at Berkshire Money Management, Inc. or one who fits your needs even better.
Berkshire Money Management, Inc. provides portfolio management, financial planning, consulting, college planning, and trust-and-estate planning solutions, and coordinates tax preparation through an affiliated accounting provider. It serves a range of clients, including individual and high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm delivers continuous, personalized investment management—using macroeconomic indicators to guide asset allocation and primarily employing no‑load mutual funds and ETFs alongside individual bonds and equities—typically under written discretionary authority with at least quarterly reviews. Financial planning is conducted via in‑depth interviews and may be implemented directly, referred to unaffiliated third‑party managers, or supplemented by trustee services provided through an independent corporate trustee. The brochure highlights several features that distinguish the firm from many peers: active use of testimonials and endorsements in its advertising and participation in Wealthtender’s directory that aggregates third‑party reviews and advertises third‑party ratings. It also discloses business affiliations and referral arrangements—an affiliated tax and accounting firm that may refer clients and a revenue‑sharing arrangement with the Trust Company—and notes that, while the firm is no longer registered as a licensed insurance producer, certain supervised persons are appointed as insurance agents and the firm has policies to disclose and monitor related conflicts.
To learn more about the advisors currently working at Berkshire Money Management, Inc., 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.
You can also browse Berkshire Money Management, Inc.'s office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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