Wealth Management & Financial Planning Services

INVESTING IN YOU

Partner with Berger Financial Group for a Lifetime of Financial Success and Confidence in Your Prosperity.

Your definition of financial success matters to us because
it is precisely how we measure our own.

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FINANCIAL & RETIREMENT PLANNING

You have worked hard. We make sure that it pays off for you and for your family’s future.

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PORTFOLIO DEVELOPMENT & MANAGEMENT

We put you first, taking the responsibility to create a portfolio as unique as your aspirations.

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INCOME TAX PLANNING & PREPARATION

By looking forward with you, we put our history of tax planning to work for your long-term success.

Our Process

We approach wealth management in a holistic, people-centered way.

GENERATIONAL WEALTH PLANNING

FINANCIALLY EMPOWERING WOMEN

SOCIALLY RESPONSIBLE INVESTING

ADVISOR SUCCESSION PLANNING

We believe dreams come in every size and shape,
and we can’t wait to hear yours.

The Berger Difference

At Berger Financial Group, we prioritize the blend of tax expertise and personalized investment strategies during the client engagement process. By integrating over 42 years of experience and a deep understanding of our client’s financial landscapes, we ensure that our partnership enhances and aligns with their financial goals seamlessly. This comprehensive approach not only cultivates trust but also positions financial management as a pivotal component of success, driving enhanced prosperity and financial well-being for our clients.

Berger Financial Group: A Unique Partnership

Choosing Berger Financial Group goes beyond traditional financial advisory; it’s about trust and a unique partnership. Our distinctive culture solidified over 42 years, emphasizes a family-like atmosphere and deep investment in client success, highlighted by our Employee Stock Ownership Plan (ESOP). This ownership model ensures every employee is genuinely invested in your financial well-being. With in-house tax expertise from six CPAs and a bespoke investment strategy facilitated by a Bloomberg terminal, we offer personalized financial solutions. Our commitment to culture, ownership, and tailored services sets us apart, fostering a foundation of trust and exceeding financial aspirations from the start.