Carol C. Berger

CFP®

Berger Wealth Management, LLC

Owner

Carol C. Berger

CFP®

Berger Wealth Management, LLC

Owner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. Being a solo advisor allows me to provide personalized service to my clients. - Carol C. Berger, CFP®

Fee-Only financial planner serving Peachtree City, Newnan, Fayetteville and the surrounding metro Atlanta, GA area

Carol Berger is a Peachtree City, GA fee-only financial planner. Berger Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Carol Berger is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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, and my Cavapoo, Greyson.

Carol C. Berger is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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 individuals, 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 my 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.


 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Estate Planning
  • Tax Planning
  • Financial Planning for Non-Traditional Households

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations
  • LGBT Households

Working Together

  • Complimentary Initial Consultation
  • In-Office Meetings
  • In Your Home Meetings
  • One-on-one relationship
  • Clearly Defined Fees
  • No Product Sales

Professional Designations & Affiliations

Contact Carol C. Berger

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 1029 Peachtree Parkway
    Suite 272
    Peachtree City, GA 30269

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser