A complete list of active advisors currently associated with Berry Advisors Group, LLC

Warmer can help you find a great advisor at Berry Advisors Group, LLC or one who fits your needs even better.

Berry Advisors Group, LLC serves individual and high-net-worth clients and provides asset management services primarily by referring clients to a third‑party manager under a co‑advisor arrangement. The firm itself does not directly manage client assets and reported no assets under management as of December 31, 2025. Investment implementation follows the third‑party manager’s methodology, which uses Modern Portfolio Theory, asset allocation models that sit on the efficient frontier, and periodic rebalancing; portfolios may include mutual funds, fixed or variable annuities, and life insurance contracts. The firm assists clients with an initial risk-and-goals assessment, helps select model portfolios, and performs periodic reviews to keep client information and allocations current. A notable distinction is that the firm’s principal is a licensed insurance agent and may offer commissionable life insurance and annuity products, a relationship the brochure discloses as a potential conflict of interest. The firm also does not take custody or exercise investment discretion, relies on Matson Money for trading and account reporting, and discloses that Matson Money provides reduced or no fees for the principal’s personal and family accounts, which could create referral incentives.

To learn more about the advisors currently working at Berry Advisors Group, LLC, 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.