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Why choose

Berger Wealth Management?

Carol C. Berger, CFP®, the firm’s founder and sole owner, provides comprehensive financial planning and investment management services to individuals and couples – both traditional and non-traditional. The firm also manages trusts and can provide investment management services to non-profit organizations.

If you want a large firm with fancy offices, then Berger Wealth Management isn’t for you. (Hey, to each his own.) But if you want to work exclusively with one advisor and get personalized service and the attention you deserve, then consider Berger Wealth Management.

“The two greatest enemies of the equity investor are expenses and emotions.”


John (Jack) Bogle, founder of The Vanguard Group

Client First Promise

Berger Wealth Management, LLC, is a fee-only financial planning firm located in Peachtree City, Georgia, serving the surrounding Atlanta area. As a fee-only firm, the firm is not paid commissions, does not accept fees of any kind from any product providers, and does not sell any insurance products. Being a fiduciary means putting the client's best interests first.

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