Advisor Succession Planning

At Berger Financial Group, we understand the critical importance of succession planning for financial advisors. Our dedicated team offers specialized services to ensure a seamless transition for advisors approaching retirement. We focus on preserving your legacy while securing continued excellence in client service.

What Advisor Succession Planning Services Do You Offer?

At our firm, we specialize in both short-term and long-term succession planning for advisors approaching retirement. Our services are designed to handle unforeseen circumstances efficiently, ensuring a seamless transition for your clients, family, and business legacy.

Retirement icon - Financial Planning


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

Portfolio Management icon - Financial Planning


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

Tax icon - Financial Planning


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

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



Meet Our Financial Specialists

What Types of Advisor Succession Planning Projects Have You Helped Recently?

Our recent projects range from onboarding a family office to assisting individual advisors in various stages of their retirement and succession journey. Our flexibility allows us to tailor solutions that preserve and honor the unique legacy each advisor has built.

What Is Your Process for Retiring Financial Advisors Seeking Advisor Succession Planning?

The journey begins with understanding you and your practice. We prioritize cultural fit and client welfare, followed by competitive financial arrangements. Our process is designed to be efficient and painless, ensuring a smooth transition for you and your clients.

How Do You Engage With a Retiring Financial Advisor From the First Call Through?

Our engagement process starts with a personal connection, often through local events or mutual acquaintances. We focus on understanding your needs, analyzing your practice data, and designing a custom onboarding process that works best for you and your clients.

What Are the Consequences of Not Partnering with an Experienced Financial Firm for your Succession Plan?

Choosing the wrong succession planning partner can lead to disrupted client services and potential loss of legacy. Our team ensures a deep cultural fit and a strong support system, crucial for the long-term success of your clients.

Why Is Your Financial Group Different & How Do You Ensure a Successful Outcome?

Our approach is centered on cultural fit and next-generation preparedness. We have a deep bench of talent and focus on training the next generation of advisors to maintain, and even enhance, the quality of service your clients have come to expect.

Start Your Financial Journey Today

Ready to discuss your succession planning?  Fill out the online form below.

Let’s partner together for a seamless transition and a prosperous future.