Berger Financial Group

Overview

Berger Financial Group is organized as a limited liability company and has been SEC-registered since 2020. It operates as an independent registered investment adviser serving both individual and family clients as well as institutional accounts. Ownership records indicate a mix of a domestic entity and individual ownership. The firm provides a mix of advisory and ancillary services. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. In addition to advisory work, Berger Financial Group conducts business as an insurance broker and maintains accounting-related activities. Compensation comes through a combination of asset-based fees, hourly charges, and fixed fees. The firm is not registered or described as an ESG-focused investor and does not present itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices