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The firm maintains a boutique feel with a personalized approach that differentiates us from many other financial advisory firms. We have a low client-to-advisor ratio, which allows us to be uniquely attentive to our clients, and give them financial peace of mind even in the midst of turbulent changes in their lives. Our award-winning, team was founded and is led by powerful, motivated, and experienced women. We are somewhat of a unicorn in the industry, as only 9% of financial advisory firms have a female owner. Each of us have a deeply personal reason why we were drawn to do this work. Our passion and dedication are some of the many reasons why our clients love working with us. We have effective, long-lasting relationships with our clients and a client retention rate of 98%, which is far above the industry average.

Yes! We will work in tandem with any professionals who are already providing guidance in your life. With your permission, we can exchange information and ideas with your team to optimize the advice we provide to you. Your team might include an accountant, estate planning attorney, property and casualty insurance agent, as well as other professionals such as life, disability, long-term care, and health insurance experts. Over the last two decades, Beratung Financial has also built trusted relationships with professionals you may need along your financial journey. We are happy to be a resource for you if you need help building your team of smart and caring professionals!

No. There is no fee for your initial meeting with our Beratung Financial advisors. In this meeting, we will answer any questions you may have and help determine if we are the right advisor for you.