Carol C. Berger| CFP®
Berger Wealth Management
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Estate Planning
- Unmarried and Same-Sex Couples
- Fee-Only Financial Planning
- Objective Financial Advice
- Hourly Fee Consultations
- Tax Planning
- Employee Benefits
- Wealth Management
Peachtree City, GA 30269
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Carol Berger is a Peachtree City, GA Fee-Only Financial Planner serving Peachtree City and the Greater Atlanta area. Berger Wealth Management specializes in providing objective financial planning to help clients grow and protect their assets through life's transitions. Carol Berger is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
My name is Carol Berger and I established Berger Wealth Management with two things in mind – to provide objective, unbiased advice and to help people reach their financial goals through more-informed decision making.
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).
Prior to establishing Berger Wealth Management, I was with a fee-only firm in Atlanta for 5 1/2 years. While there, I gained valuable experience both as Support Advisor for the owner’s clients (approximately 85 clients) and as Relationship Manager for my own clients. The services that I provided clients included Retirement Planning, Tax Planning, Insurance Planning, and Estate Planning. In addition, I specialized in Portfolio Management and Asset Allocation and was also the Trade Desk Manager for the firm.
In 1981, I graduated with High Honors from Georgia Tech with a Bachelor’s Degree in Industrial and Systems Engineering. After graduating, I went to work for Mobil Oil in Beaumont, TX, where I worked for 14 years designing computer systems and later as a financial analyst. I then moved back to Georgia and opened a Mail Boxes Etc. franchise. Being the owner/operator of a franchise gave me great insight into what it takes to be a small business owner.
I have always loved sports – both as a participant and spectator. I enjoy golf and Pilates and love to follow the Atlanta Braves, Atlanta Falcons and college sports. I am also an animal lover and live in Peachtree City, GA, with my African Grey parrot, Turbo.
Berger Wealth Management is located in Peachtree City, Georgia and services Atlanta and the surrounding area. BWM provides Wealth Management (comprehensive financial planning) services to individuals and both traditional and non-traditional couples. BWM also provides Investment Management services to trusts and non-profit organizations.
Berger Wealth Management is a registered investment advisor (RIA) in the state of Georgia. Being an RIA means being a fiduciary. What this means is that I am a true advocate for the client….it is my duty to always put the client’s interests first.
If you are looking for a large firm with fancy offices, then Berger Wealth Management isn't for you. (To each his own.) But if you are looking for a one-on-one relationship with personalized service, then BWM could be a fit for you. I believe in establishing long-term relationships based on open communications and trust in order to help my clients succeed with their financial goals.
BWM believes in a passive, long-term approach to investing. More of your money works for YOU with no commissions, less trade costs, lower fund expenses. I am an approved Dimensional Funds (DFA) advisor. This family of funds is not available to retail accounts.