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Berkshire Money Management

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United States

Founded in

2001 (24 Years)

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Get to know Berkshire Money Management

Founded by Allen Harris, Berkshire Money Management, Inc. is a fee-only, fiduciary wealth management firm. The company operates on a "Protect and Prosper" investment philosophy, focusing on helping clients achieve financial security through personalized financial planning, investment management, and retirement planning. As a registered investment adviser (RIA), they are legally bound to act in their clients' best interests, offering services tailored to individuals, families, and institutions.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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