Berg Investment Planning

Overview

Berg Investment Planning is a small, sole-proprietor advisory practice that manages wealth for individuals and families. The firm charges fees based on a percentage of assets under management and performs direct portfolio management for individuals and small businesses, along with selecting outside advisers or managers when appropriate. Berg identifies as a capital allocator and does not market itself as an ESG-focused advisor. The business is owned and operated by an individual advisor and is not structured as a multi-state or related adviser entity.

Assets & Accounts

Investments & Alternatives

Location & Offices