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.

Founded in

United States