Berger Wealth Management

1029 Peachtree Pkwy, Suite 272, Peachtree City, GA 30269
(770) 301-2801
0
(0 reviews)
NGLCC LGBTBE Certified: Certificate #10632

Berger Wealth Management (formerly Halcyon Wealth Management) is a FEE-ONLY financial planning firm primarily serving Atlanta and the surrounding area. However, I can service clients in other states. I specialize in working with LGBT couples & individuals and provide objective, unbiased advice. It's important to have a plan and to work with someone that truly understands your needs - both personally and professionally!

I am a CERTIFIED FINANCIAL PLANNER™ professional. I also hold the Accredited Domestic Partnership Advisor℠ designation from the College for Financial Planning. I am a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).

The ADPA® designation is the only one specifically geared toward domestic partner relationships. This program provides advisors with a thorough education focusing exclusively on planning needs for domestic partnerships. It teaches how to assess a client’s situation and needs – and then evaluate financial options and make recommendations.

Berger Wealth Management offers Investment Management and comprehensive Financial Planning services. When you are dealing with something as personal and important as your financial and life goals, it is important to feel comfortable and work with someone that truly understands your situation. I believe in establishing long-term relationships based on openness and trust.

Please visit my website for more details on my firm and services offered.

 
Berger Wealth Management
Berger Wealth Management

Berger Wealth Management

1029 Peachtree Pkwy, Suite 272
Peachtree City, GA
(770) 301-2801

NGLCC LGBTBE Certified: Certificate #10632

Berger Wealth Management (formerly Halcyon Wealth Management) is a FEE-ONLY financial planning firm primarily serving Atlanta and the surrounding area. However, I can service clients in other states. I specialize in working with LGBT couples & individuals and provide objective, unbiased advice. It's important to have a plan and to work with someone that truly understands your needs - both personally and professionally!

I am a CERTIFIED FINANCIAL PLANNER™ professional. I also hold the Accredited Domestic Partnership Advisor℠ designation from the College for Financial Planning. I am a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).

The ADPA® designation is the only one specifically geared toward domestic partner relationships. This program provides advisors with a thorough education focusing exclusively on planning needs for domestic partnerships. It teaches how to assess a client’s situation and needs – and then evaluate financial options and make recommendations.

Berger Wealth Management offers Investment Management and comprehensive Financial Planning services. When you are dealing with something as personal and important as your financial and life goals, it is important to feel comfortable and work with someone that truly understands your situation. I believe in establishing long-term relationships based on openness and trust.

Please visit my website for more details on my firm and services offered.

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