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.

Founded in

United States