General Info

Berger Wealth Management is a fee-only financial planning firm and registered with the State of Georgia. As a fee-only firm I do not sell any investments, insurance or make commissions. Because of this, I can provide unbiased advice with no conflicts of interest. As a fiduciary, I am truly an advocate for my clients. I am a CFP® professional and offer comprehensive planning (Wealth Management) as well as Investment Management for those that do not need the financial planning. Included in a typical comprehensive plan: Investment Management, Cash Flow Management, Estate Planning, Insurance Planning, Tax Planning, Retirement Planning. Depending on the type of client, there may be other areas that are reviewed as well. There are many pieces to the puzzle and I am here to assist you with making those pieces fit so that the "picture" of your financial future will become more clear!