Founded in 1996 by Steven Berger, Berger Wealth Management is an independent, fee-only Registered Investment Advisor (RIA). The firm operates as a fiduciary, meaning it is legally and ethically bound to act in its clients' best interests. They offer a range of personalized services including investment management, retirement planning, estate planning, and tax strategies, primarily targeting high-net-worth individuals, families, and business owners. Their approach emphasizes building long-term client relationships based on trust and customized financial guidance.

Founded in

United States