First founded as a tax practice in 1981, Berger & Associates, Inc., led by Larry Berger, added financial planning and wealth management to its services soon after its founding. Larry was one of the first people in the nation to be credentialed as a Certified Financial Planner™ in the early 1980s. This comprehensive integration of total tax and financial planning together proved to be a recipe for client success and still holds a keystone principle of what makes the firm what it is today.
In 2003, Larry’s son, Mark Berger, fully joined the company, making the firm known as Berger Financial Group (BFG) a family business. This new iteration of BFG came with operational improvements and growth, leading to the doubling of our staff in just a few short years. In 2010, an ill colleague and subsequent succession planning personally illustrated the need for the next generation of ethical financial planning professionals. Since then, BFG has prided itself on being the premier firm in this niche area, working with incredible financial planners of every generation and bringing on more than a dozen firms of expert professionals. One of these was the award-winning firm Wade Financial Group, which helped expand the breadth of BFG‘s investment management capabilities.
Through the Years
In 2019, BFG demonstrated the strength and commitment of its team further by establishing an ESOP (Employee Stock Ownership Plan), quickly followed by becoming an independent RIA (Registered Investment Advisory) in 2020. Fiercely independent, BFG is looking to the future creatively as we continue to see the acceleration of change happening around us. Although there is always uncertainty for the future, our dedicated team of professionals possesses the qualifications necessary to help reach their goals and guide genuine care on any wealth journey.