Carol C. Berger
Berger Wealth Management, LLC
Fee-Only financial planner serving Peachtree City, Newnan, Fayetteville and the surrounding metro Atlanta, GA area
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 am also 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 a 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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Estate Planning
- Tax Planning
- Financial Planning for Non-Traditional Households
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- LGBT Households
- Complimentary Initial Consultation
- In-Office Meetings
- In Your Home Meetings
- One-on-one relationship
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
Carol C. Berger is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Carol Berger is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Carol Berger is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Carol C. Berger
1029 Peachtree Parkway
Peachtree City, GA 30269