BERGER FINANCIAL GROUP

Overview

Berger Financial Group is an independent registered investment adviser that provides wealth management and financial planning to both individuals/families and institutional clients. The firm offers portfolio management for individuals and small businesses, comprehensive financial planning, and runs educational seminars and workshops. In addition to advisory services, Berger operates as an insurance broker and provides accounting services, indicating a multi-disciplinary approach to client service. Berger charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm is SEC-registered (since 2020) and is owned as a domestic entity with individual ownership. Berger does not identify as an active ESG investor and, per the filing, is not registered as a multi-state adviser or pension consultant.

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Location & Offices