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.
Berger Wealth Management believes in a passive, long-term approach to investing. More of your money works for you with no commissions, less trade costs, lower fund expenses. See what approach Berger Wealth Management will take to manage your wealth.
Financial Planning/Wealth Management
Berger Wealth Management provides comprehensive financial planning. This consists of Investment Management along with the following areas: Risk Management/Insurance Planning, Estate Planning, Tax Planning and Retirement Planning.
Financial Planning for Non-Traditional Couples
Did you know that it can cost a non-traditional couple hundreds of thousands of dollars more over their lifetime than a traditional married couple?! There are many factors and situations that make financial planning for non-traditional couples different than for legally married spouses. Non-traditional couples include same-sex couples as well as heterosexual couples that choose not to marry.