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Bergen Financial Group

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United States

Founded in

2003 (22 Years)

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Get to know Bergen Financial Group

Bergen Financial Group is an independent, fee-only wealth management firm based in Colorado, founded by Linsey Bergen, a CERTIFIED FINANCIAL PLANNER™ professional. The firm operates as a fiduciary, committed to providing personalized and objective financial planning and investment management services. Its mission is to help clients make smart financial decisions and achieve their long-term goals through a collaborative, educational, and transparent approach, without the influence of commissions from product sales.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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