Founded by Jeff Bertram, Bertram Financial, LLC is an independent, fee-only wealth management firm that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The company focuses on a disciplined, long-term approach to financial planning and investment management. Their core services include retirement planning, comprehensive investment management, and estate planning, all delivered through a personalized, partnership-based client relationship.

Founded in

United States