Our Mission

At Berger Financial Group, we put You First. These two words represent the only way we do business. They define our values, guide our decisions, and are evident in everything we do.

You First. It isn’t the easy way, the popular way, or even the most profitable way. But it’s our way. It makes us fierce guardians and promoters of our client’s best interests. It has brought us local and national acclaim, as well as the respect and gratitude of each individual we so humbly serve.

You First. It’s what makes our firm unique. It is what has allowed us to stand out in a crowded, often self-serving industry.

You First. Because at the end of the day, our only interest is your best interest.

Our Services

Focused on You

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

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“Someone's sitting in the shade today because someone planted a tree a long time ago.”

- Warren Buffett

Designed for you

A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the picture to come together. We utilize our comprehensive approach to help.

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“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future”

- Alexa Von Tobeln

Take control and learn about where your money can take you today

The most important step is the first step

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