About

As a successful entrepreneur, do you always feel equipped to handle the long-term financial and investment planning decisions needed to operate a successful business? How about those skills required to integrate your business success with your family’s overall financial plan? If not, this is where Berman McAleer shines. We work in tandem with our clients reviewing all aspects of their finances to help them get on the right track and stay there to achieve long-term success. As an independent planning and wealth management firm with over 24 years in the financial services industry, we understand that constructing an initial course of action is only step one. To achieve long-term success and personal happiness, there is a lot of work that needs to be done along the way. We focus our efforts on your overall financial health, serving as a trusted advisor and confidential sounding board in the decision-making process. Our business model only allows us to take on 8-12 new clients a year to ensure we maintain the high level of service we promise our clients. A good fit for our firm is someone who is committed to investing towards their long-term goals, who sees the value in a comprehensive approach to financial management and who is enthusiastic about having a firm to partner with them, guiding them towards financial success. We feel it is important to partner with an Advisor who will have your trust and confidence. We foster that trust through a commitment to frequent and open communication. We understand that for business owners, peace-of-mind comes by mastering the challenge of translating success as an entrepreneur into a plan that secures your family’s financial future.